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+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,465 |
Filed as: SIGNATOR INVESTORS, INC Service code 17 197 CLARENDON ST. · BOSTON, MA 02117 | Pension Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,699 | $37,117-76.6% | $147,614-94.1% | $55,191-84.2% |
| Participation rate | 22.0% | 63.6%-41.6pp | 84.6%-62.6pp | 69.2%-47.2pp |
| Annual return | -1.04% | 3.44%-4.5pp | 61.98%-63.0pp | 10.78%-11.8pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $340 | $1,985-82.9% | $4,895-93.1% | $3,046-88.8% |
| Admin fee / account holder | $0 | $86-100.0% | $11,611-100.0% | $91-100.0% |