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 Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 | Recordkeeping | $22,773 |
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 33 · EIN 04-2675571 | Other fees; Securities brokerage | $20,390 |
NATIONWIDE1+ years Service code 15 | Recordkeeping | $17,632 |
SUMMIT FINANCIAL CORPORATION1+ years Service code 13 · EIN 02-6405960 | Contract Administrator | $5,314 |
N1+ years Service code 15 | Recordkeeping | $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 | $51,561 | $70,002-26.3% | $115,037-55.2% | $52,331-1.5% |
| Participation rate | 44.2% | 72.1%-27.9pp | 81.4%-37.1pp | 68.1%-23.9pp |
| Annual return | 0.51% | 4.04%-3.5pp | 26.14%-25.6pp | 4.54%-4.0pp |
| Employer contribution / active EE | $412 | $2,715-84.8% | $4,608-91.1% | $1,882-78.1% |
| Participant deferral / active EE | $2,722 | $4,920-44.7% | $6,026-54.8% | $3,022-9.9% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |