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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $24,103 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Service code 33 PO BOX 14527 · ST PETERSBURG, FL 337334527 | Participant communication; Securities... | $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.
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 | $18,474 | $55,453-66.7% | $170,442-89.2% | $62,292-70.3% |
| Participation rate | 50.9% | 66.4%-15.5pp | 83.6%-32.7pp | 69.5%-18.6pp |
| Annual return | 16.31% | 21.38%-5.1pp | 205.93%-189.6pp | 28.90%-12.6pp |
| Employer contribution / active EE | $141 | $2,164-93.5% | $5,433-97.4% | $2,042-93.1% |
| Participant deferral / active EE | $1,128 | $2,303-51.0% | $4,939-77.2% | $3,169-64.4% |
| Admin fee / account holder | $122 | $455-73.1% | $13,880-99.1% | $479-74.5% |