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 Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,730 |
PENSION ASSURANCE LLP1 year Filed as: THE PENSION SERVICE INC Service code 99 · EIN 16-1613026 | Other Fees | $9,870 |
SECURITIES AMERICA INC3+ years Filed as: M & T SECURITIES Service code 55 285 DELAWARE AVENUE · BUFFALO, NY 14202 | Other Commissions | $3,894 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,984 | $48,576-63.0% | $169,463-89.4% | $56,287-68.0% |
| Participation rate | 43.9% | 65.8%-21.9pp | 77.8%-33.9pp | 69.9%-25.9pp |
| Annual return | -6.32% | -2.51%-3.8pp | 1.83%-8.1pp | -9.96%+3.6pp |
| Employer contribution / active EE | $162 | $1,559-89.6% | $4,159-96.1% | $2,111-92.3% |
| Participant deferral / active EE | $2,191 | $3,275-33.1% | $5,277-58.5% | $3,350-34.6% |
| Admin fee / account holder | $93 | $435-78.6% | $9,109-99.0% | $521-82.2% |