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 18 · EIN 31-4156830 | Custodial (other than securities) | $8,886 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 19 4211 SOUTH 102ND STREET · OMAHA, NE 68127 | Securities Custodian | $3,821 |
HORNOR TOWNSEND & KENT INC1+ years Filed as: HORNOR, TOWNSEND & KENT, INC. Service code 71 600 DRESHER ROAD · HORSHAM, PA 19044 | 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.
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 | $12,485 | $46,732-73.3% | $156,549-92.0% | $55,167-77.4% |
| Participation rate | 54.7% | 65.8%-11.1pp | 84.0%-29.3pp | 69.0%-14.3pp |
| Annual return | -3.13% | 17.72%-20.8pp | 32.23%-35.4pp | 169.23%-172.4pp |
| Employer contribution / active EE | $65 | $2,105-96.9% | $5,501-98.8% | $1,963-96.7% |
| Participant deferral / active EE | $1,009 | $2,204-54.2% | $4,871-79.3% | $3,054-66.9% |
| Admin fee / account holder | $124 | $418-70.2% | $13,027-99.0% | $504-75.3% |