See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 12 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Custodial (other than securities); Re... | $4,748 |
PENSION ASSURANCE LLP3+ years Filed as: PENSION PLANNING CONSULTANTS,INC. Service code 13 · EIN 85-0402842 6201 UPTOWN BLVD. NE · ALBUQUERQUE, NM 871104150 | Contract Administrator | $4,451 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,020 | $55,453-0.8% | $170,442-67.7% | $62,292-11.7% |
| Participation rate | 39.7% | 66.4%-26.6pp | 83.6%-43.9pp | 69.5%-29.8pp |
| Annual return | 34.50% | 21.38%+13.1pp | 205.93%-171.4pp | 28.90%+5.6pp |
| Employer contribution / active EE | $1,362 | $2,164-37.0% | $5,433-74.9% | $2,042-33.3% |
| Participant deferral / active EE | $2,578 | $2,303+12.0% | $4,939-47.8% | $3,169-18.6% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |