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 8-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 12 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Claims processing | $811 |
Filed as: IRON-CO-FID-FLEXIBLE ADV FOUNDATION Service code 12 · EIN 26-2409128 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Claims processing | $52 |
Filed as: APEX PENSION STRATEGIES, INC. Service code 12 · EIN 57-1139545 P.O. BOX 88208 · ATLANTA, GA 30356 | Claims processing | $17 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 12 · EIN 31-4156830 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Claims processing | $13 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA, INC Service code 12 12325 PORT GRACE BLVD · LA VISTA, NE 681280001 | Claims processing | $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $33,332 | $52,953-37.1% | $172,739-80.7% | $65,185-48.9% |
| Participation rate | 12.0% | 66.2%-54.2pp | 82.6%-70.7pp | 70.2%-58.2pp |
| Annual return | 13.54% | 30.12%-16.6pp | 802.84%-789.3pp | 29.38%-15.8pp |
| Employer contribution / active EE | $143 | $2,190-93.4% | $5,143-97.2% | $2,177-93.4% |
| Participant deferral / active EE | $589 | $2,471-76.2% | $5,198-88.7% | $3,514-83.3% |
| Admin fee / account holder | $20 | $472-95.7% | $13,954-99.9% | $847-97.6% |