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 |
|---|---|---|
Filed as: OHIO NATIONAL INSURANCE AGENCY Service code 22 ONE FINANCIAL WAY · CINCINNATI, OH 45242 | Insurance Broker | $51,488 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $30,610 |
PENSION PLAN SPECIALISTS, PC4 years Filed as: PENSION PLAN SPECIALISTS, PC. Service code 17 · EIN 26-1505786 | Pension Consulting | $500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,979 | $64,286-31.6% | $90,951-51.6% | $73,409-40.1% |
| Participation rate | 87.8% | 63.6%+24.2pp | 69.0%+18.8pp | 72.2%+15.7pp |
| Annual return | 17.49% | 21.45%-4.0pp | 134.60%-117.1pp | 59.29%-41.8pp |
| Employer contribution / active EE | $1,062 | $895+18.7% | $2,122-49.9% | $2,234-52.5% |
| Participant deferral / active EE | $3,060 | $2,453+24.7% | $3,373-9.3% | $3,805-19.6% |
| Admin fee / account holder | $214 | $287-25.5% | $5,959-96.4% | $158+35.5% |