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 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $31,288 |
Service code 13 · EIN 04-3017143 P. O. BOX 730 · SUFFIELD, CT 06078 | Contract Administrator | $5,544 |
Filed as: JOHN S. FITZGIBBONS, CPA, PC Service code 10 · EIN 04-3249490 377 MONTGOMERY STREET · CHICOPEE, MA 01020 | Accounting | $0 |
Service code 26 2 PERIMETER PARKWAY SOUTH · BIRMINGHAM, AL 35243 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,099 | $55,453-42.1% | $170,442-81.2% | $62,292-48.5% |
| Participation rate | 54.6% | 66.4%-11.7pp | 83.6%-29.0pp | 69.5%-14.9pp |
| Annual return | 13.05% | 21.38%-8.3pp | 205.93%-192.9pp | 28.90%-15.8pp |
| Employer contribution / active EE | $342 | $2,164-84.2% | $5,433-93.7% | $2,042-83.3% |
| Participant deferral / active EE | $1,190 | $2,303-48.3% | $4,939-75.9% | $3,169-62.5% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |