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 Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $6,746 |
CADARET GRANT & CO INC1+ years Filed as: CADARET GRANT & COMPANY INC Service code 71 110 W FAYETTE STREET · SYRACUSE, NE 13202 | Brokerage Fees | $3,085 |
ONEIDA SAVINGS BANK1+ years Service code 17 · EIN 15-0405820 BPAS TPA SERVICES · SYRACUSE, NY 13204 | Pension Consulting | $1,650 |
SECURITIES AMERICA INC1+ years Filed as: SECURITIES OF AMERICA Service code 71 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Brokerage Fees | $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.
Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $8,362 | $46,360-82.0% | $147,614-94.3% | $52,331-84.0% |
| Participation rate | 59.7% | 64.9%-5.3pp | 84.6%-25.0pp | 68.1%-8.4pp |
| Annual return | -3.60% | 1.62%-5.2pp | 61.98%-65.6pp | 4.54%-8.1pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,700 | $2,258-24.7% | $4,895-65.3% | $3,022-43.8% |
| Admin fee / account holder | $0 | $766-100.0% | $11,611-100.0% | $592-100.0% |