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 |
|---|---|---|
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $5,659 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $3,905 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $359 |
SUMMIT FINANCIAL CORPORATION3 years Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $0 |
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 | $26,191 | $54,350-51.8% | $82,719-68.3% | $68,494-61.8% |
| Participation rate | 47.2% | 63.9%-16.7pp | 72.6%-25.4pp | 67.9%-20.7pp |
| Annual return | -16.40% | -13.67%-2.7pp | 701.18%-717.6pp | -7.84%-8.6pp |
| Employer contribution / active EE | $709 | $2,218-68.0% | $3,009-76.4% | $2,596-72.7% |
| Participant deferral / active EE | $1,938 | $3,246-40.3% | $4,395-55.9% | $4,027-51.9% |
| Admin fee / account holder | $162 | $4,395-96.3% | $5,329-97.0% | $5,403-97.0% |