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 |
|---|---|---|
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 13 · EIN 31-4156830 | Contract Administrator | $14,571 |
NATIONWIDE3 years Filed as: NATOINWIDE LIFE INSURANCE COMPANY Service code 13 | Contract Administrator | $1,621 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 99 · EIN 71-0294708 | Other Fees | $1,382 |
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.
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 | $21,679 | $65,322-66.8% | $70,449-69.2% | $73,488-70.5% |
| Participation rate | 22.7% | 77.0%-54.3pp | 75.1%-52.4pp | 70.7%-48.0pp |
| Annual return | 10.41% | 15.71%-5.3pp | 109.03%-98.6pp | 28.51%-18.1pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,737-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $304 | $3,375-91.0% | $3,709-91.8% | $3,740-91.9% |
| Admin fee / account holder | $116 | $214-45.7% | $3,845-97.0% | $513-77.3% |