See peer percentile detail. $4.99 for your first month.
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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 |
|---|---|---|
NATIONWIDE5+ years Service code 17 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Pension Consulting | $29,177 |
PERKINS & CO1 year Filed as: PERKINS AND COMPANY Service code 10 · EIN 93-0928924 1211 SW 5TH AVENUE SUITE 1000 · PORTLAND, OR 972043710 | Accounting | $13,304 |
PENSION PLAN SPECIALISTS, PC4+ years Service code 17 · EIN 91-1889112 805 BROADWAY, SUITE 600 · VANCOUVER, WA 98660 | Pension Consulting | $8,723 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,031 | $202,318-83.7% | $172,739-80.9% | $152,861-78.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.26% | 1029.65%-1013.4pp | 802.84%-786.6pp | 345.32%-329.1pp |
| Employer contribution / active EE | $27,241 | $5,856+365.2% | $5,143+429.7% | $4,762+472.0% |
| Participant deferral / active EE | $32,714 | $5,948+450.0% | $5,198+529.4% | $5,850+459.2% |
| Admin fee / account holder | $321 | $17,109-98.1% | $13,954-97.7% | $11,596-97.2% |