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 |
|---|---|---|
NATIONWIDE4+ years Service code 17 · EIN 31-4156830 | Pension Consulting | $58,391 |
PENSION PLAN SPECIALISTS, PC3+ years Service code 17 · EIN 91-1889112 | Pension Consulting | $10,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $30,325 | $180,449-83.2% | $154,107-80.3% | $135,375-77.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.21% | 888.09%-892.3pp | 735.12%-739.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $20,253 | $6,035+235.6% | $5,298+282.3% | $4,779+323.8% |
| Participant deferral / active EE | $38,554 | $5,806+564.0% | $5,081+658.9% | $5,609+587.4% |
| Admin fee / account holder | $501 | $16,143-96.9% | $13,411-96.3% | $10,827-95.4% |