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 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $15,841 |
AMERICAN FUNDS5 years Filed as: CAPITAL ANALYSTS, INC Service code 27 · EIN 45-5025285 601 OFFICE CENTER DR · FORT WASHINGTON, PA 19034 | Advisory (Plan) | $13,391 |
ASCENSUS LLC6 years Filed as: THE HILB GROUP OF NEW ENGLAND, LLC Service code 13 · EIN 27-1207016 200 CHAPEL VIEW BLVD. · CRANSTON, RI 02920 | Contract Administrator | $9,463 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,211 | $45,602-44.7% | $117,472-78.5% | $66,914-62.3% |
| Participation rate | 46.5% | 57.6%-11.1pp | 70.6%-24.1pp | 69.8%-23.3pp |
| Annual return | -17.93% | -16.74%-1.2pp | 29.74%-47.7pp | 1.58%-19.5pp |
| Employer contribution / active EE | $0 | $1,579-100.0% | $4,176-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,546 | $2,845-45.7% | $4,070-62.0% | $4,237-63.5% |
| Admin fee / account holder | $0 | $661-100.0% | $5,645-100.0% | $593-100.0% |