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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $24,659 |
RAYMOND JAMES FINANCIAL SERVICES4+ 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 | $15,895 | $47,977-66.9% | $154,107-89.7% | $56,287-71.8% |
| Participation rate | 48.4% | 66.2%-17.8pp | 83.0%-34.7pp | 69.9%-21.5pp |
| Annual return | -5.49% | 3.54%-9.0pp | 735.12%-740.6pp | -9.96%+4.5pp |
| Employer contribution / active EE | $135 | $2,169-93.8% | $5,298-97.5% | $2,111-93.6% |
| Participant deferral / active EE | $1,046 | $2,392-56.3% | $5,081-79.4% | $3,350-68.8% |
| Admin fee / account holder | $8 | $438-98.1% | $13,411-99.9% | $521-98.4% |