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 |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,037 |
SUMMIT FINANCIAL CORPORATION2 years Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $9,010 |
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 | $37,520 | $65,409-42.6% | $98,442-61.9% | $85,850-56.3% |
| Participation rate | 64.3% | 65.0%-0.7pp | 73.3%-9.1pp | 69.3%-5.0pp |
| Annual return | 21.29% | 21.76%-0.5pp | 1492.73%-1471.4pp | 318.53%-297.2pp |
| Employer contribution / active EE | $501 | $2,168-76.9% | $2,960-83.1% | $2,565-80.5% |
| Participant deferral / active EE | $2,213 | $3,166-30.1% | $4,276-48.2% | $3,952-44.0% |
| Admin fee / account holder | $0 | $4,593-100.0% | $5,949-100.0% | $6,260-100.0% |