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 |
|---|---|---|
NATIONWIDE5+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,339 |
SUMMIT FINANCIAL CORPORATION5+ years Service code 13 · EIN 04-3222046 700 DISTRICT AVENUE · BURLINGTON, MA 01803 | Contract Administrator | $16,023 |
COMMONWEALTH FINANCIAL NETWORK5+ years Service code 33 · EIN 04-2675571 | Other fees; Securities brokerage | $8,330 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $51,594 | $44,734+15.3% | $99,443-48.1% | $67,579-23.7% |
| Participation rate | 34.5% | 66.2%-31.7pp | 73.8%-39.4pp | 71.3%-36.8pp |
| Annual return | 126.16% | 32.45%+93.7pp | 30.72%+95.4pp | 378.56%-252.4pp |
| Employer contribution / active EE | $854 | $1,261-32.3% | $2,540-66.4% | $2,148-60.2% |
| Participant deferral / active EE | $1,661 | $2,731-39.2% | $3,619-54.1% | $3,539-53.1% |
| Admin fee / account holder | $231 | $120+93.1% | $6,250-96.3% | $142+62.3% |