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 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $14,771 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $100 |
Filed as: NORTHWESTERN MUTUAL INV SRV Service code 71 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Brokerage Fees | $0 |
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 | $99,953 | $43,075+132.0% | $74,583+34.0% | $62,891+58.9% |
| Participation rate | 53.8% | 58.1%-4.3pp | 68.1%-14.3pp | 69.3%-15.5pp |
| Annual return | 6.74% | 17.50%-10.8pp | 20.47%-13.7pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,048 | $2,389+27.5% | $3,458-11.9% | $3,203-4.9% |
| Admin fee / account holder | $8 | $2,840-99.7% | $4,138-99.8% | $4,296-99.8% |