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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $7,379 |
M HOLDINGS SECURITIES INC2 years Service code 99 · EIN 91-1802259 1125 NW COUCH ST #900 · PORTLAND, OH 97209 | Other Fees | $7,218 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 99 · EIN 31-1582098 13680 CLEVELAND AVE · UNIONTOWN, OH 44685 | Other Fees | $845 |
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 | $47,712 | $60,989-21.8% | $60,874-21.6% | $66,914-28.7% |
| Participation rate | 42.3% | 74.5%-32.2pp | 73.1%-30.9pp | 69.8%-27.5pp |
| Annual return | -15.62% | -9.60%-6.0pp | 16.90%-32.5pp | 1.58%-17.2pp |
| Employer contribution / active EE | $559 | $2,661-79.0% | $2,701-79.3% | $2,544-78.0% |
| Participant deferral / active EE | $2,443 | $3,615-32.4% | $3,817-36.0% | $4,237-42.3% |
| Admin fee / account holder | $49 | $338-85.6% | $3,224-98.5% | $593-91.8% |