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 |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK2+ years Service code 33 · EIN 04-2675571 | Other fees; Securities brokerage | $22,323 |
NATIONWIDE2+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 | Recordkeeping | $22,275 |
NATIONWIDE2+ years Service code 15 | Recordkeeping | $20,326 |
SUMMIT FINANCIAL CORPORATION2+ years Service code 13 · EIN 02-6405960 | Contract Administrator | $5,781 |
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 | $53,223 | $80,177-33.6% | $123,892-57.0% | $57,658-7.7% |
| Participation rate | 39.3% | 74.4%-35.1pp | 81.4%-42.1pp | 70.2%-30.9pp |
| Annual return | 7.35% | 17.90%-10.6pp | 47.52%-40.2pp | 5.13%+2.2pp |
| Employer contribution / active EE | $364 | $2,913-87.5% | $4,617-92.1% | $1,974-81.5% |
| Participant deferral / active EE | $2,383 | $5,130-53.6% | $5,984-60.2% | $3,061-22.1% |
| Admin fee / account holder | $186 | $106+74.7% | $8,357-97.8% | $95+96.5% |