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 | $21,634 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 33 50082 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 554740000 | Securities brokerage | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,462 | $65,435-50.4% | $86,677-62.5% | $66,914-51.5% |
| Participation rate | 31.5% | 75.5%-43.9pp | 76.6%-45.1pp | 69.8%-38.3pp |
| Annual return | -10.83% | -10.89%+0.1pp | 35.91%-46.7pp | 1.58%-12.4pp |
| Employer contribution / active EE | $1,041 | $2,153-51.7% | $2,836-63.3% | $2,544-59.1% |
| Participant deferral / active EE | $1,993 | $4,100-51.4% | $4,656-57.2% | $4,237-53.0% |
| Admin fee / account holder | $252 | $642-60.8% | $7,493-96.6% | $593-57.6% |