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 |
|---|---|---|
Service code 99 · EIN 91-1802259 1125 NW COUCH ST #900 · PORTLAND, OH 97209 | Other Fees | $7,827 |
NATIONWIDE7+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $7,702 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 99 · EIN 31-1582098 13680 CLEVELAND AVE · UNIONTOWN, OH 44685 | Other Fees | $1,037 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $56,467 | $74,706-24.4% | $75,696-25.4% | $79,386-28.9% |
| Participation rate | 44.8% | 75.3%-30.5pp | 74.8%-30.0pp | 70.7%-25.9pp |
| Annual return | 15.16% | 18.52%-3.4pp | 104.53%-89.4pp | 116.85%-101.7pp |
| Employer contribution / active EE | $0 | $2,590-100.0% | $2,743-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,683 | $3,533-24.1% | $3,821-29.8% | $4,046-33.7% |
| Admin fee / account holder | $106 | $374-71.7% | $3,619-97.1% | $626-83.1% |