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 |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,812 |
Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $9,585 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,417 | $60,124-42.8% | $90,404-61.9% | $79,858-56.9% |
| Participation rate | 61.8% | 65.0%-3.2pp | 72.7%-10.9pp | 69.6%-7.9pp |
| Annual return | 12.60% | 71.94%-59.3pp | 1293.02%-1280.4pp | 31.71%-19.1pp |
| Employer contribution / active EE | $619 | $2,068-70.0% | $3,262-81.0% | $2,471-74.9% |
| Participant deferral / active EE | $2,510 | $2,938-14.6% | $3,963-36.7% | $3,740-32.9% |
| Admin fee / account holder | $0 | $3,976-100.0% | $5,611-100.0% | $5,306-100.0% |