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 | $31,023 |
GOLDMAN SACHS4+ years Filed as: NEW ALBANY CAPITAL PARTNERS, LLC Service code 27 4200 REGENT ST. · COLUMBUS, OH 43219 | Advisory (Plan) | $16,964 |
PENTEGRA SERVICES, INC.3 years Filed as: APS-PENTEGRA Service code 13 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Contract Administrator | $9,182 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $37,126 | $37,196-0.2% | $154,107-75.9% | $55,725-33.4% |
| Participation rate | 25.5% | 64.1%-38.6pp | 83.0%-57.6pp | 70.9%-45.4pp |
| Annual return | -7.47% | 1319.68%-1327.1pp | 735.12%-742.6pp | 244.93%-252.4pp |
| Employer contribution / active EE | $433 | $1,614-73.2% | $5,298-91.8% | $2,078-79.2% |
| Participant deferral / active EE | $825 | $2,068-60.1% | $5,081-83.8% | $3,356-75.4% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |