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 |
|---|---|---|
Service code 26 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Participants) | $0 |
NATIONWIDE7 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $0 |
Filed as: RIMKUS,MARCIANO & ASSCO.INC Service code 15 · EIN 22-2725182 3136 S WINTON RD STE 300 · ROCHESTER, NY 14623 | Recordkeeping | $0 |
THE AMERIFLEX GROUP2 years Service code 26 · EIN 84-2224681 20 E THOMAS RD STE 2000 · PHOENIX, AZ 85012 | Advisory (Participants) | $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 | $81,769 | $55,415+47.6% | $155,509-47.4% | $74,495+9.8% |
| Participation rate | 69.1% | 61.9%+7.2pp | 78.2%-9.1pp | 67.2%+1.9pp |
| Annual return | 11.91% | 268.50%-256.6pp | 64.67%-52.8pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $1,800 | $2,267-20.6% | $4,672-61.5% | $2,623-31.4% |
| Participant deferral / active EE | $4,614 | $2,836+62.7% | $5,626-18.0% | $4,346+6.2% |
| Admin fee / account holder | $276 | $1,738-84.1% | $15,912-98.3% | $1,942-85.8% |