Filed August 21, 2019
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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $29,867 |
AB FUNDS6+ years Filed as: AB&D CO Service code 13 · EIN 54-1703353 | Contract Administrator | $21,455 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,638 | $84,948-85.1% | $70,449-82.1% | $73,409-82.8% |
| Participation rate | 74.0% | 79.9%-5.9pp | 75.1%-1.0pp | 72.2%+1.9pp |
| Annual return | 18.97% | 13.39%+5.6pp | 109.03%-90.1pp | 59.29%-40.3pp |
| Employer contribution / active EE | $1,054 | $2,834-62.8% | $2,737-61.5% | $2,234-52.8% |
| Participant deferral / active EE | $1,074 | $3,387-68.3% | $3,709-71.0% | $3,805-71.8% |
| Admin fee / account holder | $166 | $98+69.6% | $3,845-95.7% | $158+5.4% |