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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $44,900 |
Service code 15 · EIN 16-1209645 105-107 COURT STREET · BINGHAMTON, NY 139013500 | Recordkeeping | $10,309 |
SAGEPOINT FINANCIAL INC6+ years Filed as: FSC SECURITIES CORP Service code 55 2300 WINDY RIDGE PKWY, STE 1100 · ATLANTA, GA 30339 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,514 | $52,293-58.9% | $178,490-87.9% | $73,409-70.7% |
| Participation rate | 65.7% | 65.3%+0.4pp | 81.9%-16.2pp | 72.2%-6.4pp |
| Annual return | 14.31% | 34.75%-20.4pp | 151.07%-136.8pp | 59.29%-45.0pp |
| Employer contribution / active EE | $637 | $1,735-63.3% | $5,011-87.3% | $2,234-71.5% |
| Participant deferral / active EE | $2,614 | $2,332+12.1% | $5,202-49.7% | $3,805-31.3% |
| Admin fee / account holder | $200 | $127+57.1% | $13,984-98.6% | $158+26.7% |