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 |
|---|---|---|
NATIONWIDE7+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $38,951 |
AB FUNDS7+ years Filed as: AB&D CO Service code 13 · EIN 54-1703353 | Contract Administrator | $18,211 |
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 | $12,206 | $94,833-87.1% | $75,696-83.9% | $86,799-85.9% |
| Participation rate | 92.8% | 79.1%+13.7pp | 74.8%+18.0pp | 72.3%+20.5pp |
| Annual return | 13.54% | 16.91%-3.4pp | 104.53%-91.0pp | 97.91%-84.4pp |
| Employer contribution / active EE | $1,139 | $2,904-60.8% | $2,743-58.5% | $2,405-52.6% |
| Participant deferral / active EE | $1,238 | $3,632-65.9% | $3,821-67.6% | $4,131-70.0% |
| Admin fee / account holder | $166 | $109+53.2% | $3,619-95.4% | $170-1.9% |