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 Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,254 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Service code 33 PO BOX 14527 · ST PETERSBURG, FL 337334527 | Participant communication; Securities... | $14,330 |
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.
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 | $15,923 | $46,732-65.9% | $156,549-89.8% | $55,167-71.1% |
| Participation rate | 51.1% | 65.8%-14.7pp | 84.0%-32.9pp | 69.0%-17.9pp |
| Annual return | 7.93% | 17.72%-9.8pp | 32.23%-24.3pp | 169.23%-161.3pp |
| Employer contribution / active EE | $128 | $2,105-93.9% | $5,501-97.7% | $1,963-93.5% |
| Participant deferral / active EE | $1,017 | $2,204-53.9% | $4,871-79.1% | $3,054-66.7% |
| Admin fee / account holder | $10 | $418-97.7% | $13,027-99.9% | $504-98.1% |