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 |
|---|---|---|
Filed as: RAYMOND JAMES Service code 26 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Participants) | $117,138 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $73,152 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 15 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Recordkeeping | $93 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,690 | $106,028-75.8% | $146,958-82.5% | $77,643-66.9% |
| Participation rate | 69.5% | 78.4%-8.9pp | 82.2%-12.7pp | 70.6%-1.1pp |
| Annual return | 12.88% | 56.73%-43.9pp | 418.34%-405.5pp | 31.24%-18.4pp |
| Employer contribution / active EE | $923 | $4,063-77.3% | $4,933-81.3% | $2,726-66.1% |
| Participant deferral / active EE | $3,357 | $7,990-58.0% | $8,070-58.4% | $4,647-27.8% |
| Admin fee / account holder | $136 | $337-59.8% | $12,998-99.0% | $430-68.5% |