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 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 42315 | Recordkeeping | $6,218 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 26 · EIN 41-0973005 50082 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Participants) | $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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,353 | $44,221-42.7% | $121,196-79.1% | $56,287-55.0% |
| Participation rate | 30.5% | 61.1%-30.6pp | 71.7%-41.3pp | 69.9%-39.4pp |
| Annual return | -1.52% | -3.58%+2.1pp | 16.93%-18.5pp | -9.96%+8.4pp |
| Employer contribution / active EE | $627 | $1,480-57.6% | $4,022-84.4% | $2,111-70.3% |
| Participant deferral / active EE | $837 | $2,521-66.8% | $3,344-75.0% | $3,350-75.0% |
| Admin fee / account holder | $153 | $480-68.1% | $5,019-97.0% | $521-70.6% |