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 | $17,529 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST INVESTMENT SERVICES Service code 27 303 PEACHTREE ST NE · ATLANTA, GA 30308 | Advisory (Plan) | $12,070 |
Participant contribution per participant 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.
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 | $10,263 | $72,607-85.9% | $90,749-88.7% | $66,914-84.7% |
| Participation rate | 84.1% | 73.7%+10.4pp | 75.7%+8.4pp | 69.8%+14.3pp |
| Annual return | -12.86% | -12.28%-0.6pp | -12.16%-0.7pp | 1.58%-14.4pp |
| Employer contribution / active EE | $1,021 | $2,369-56.9% | $2,921-65.1% | $2,544-59.9% |
| Participant deferral / active EE | $1,432 | $3,977-64.0% | $4,564-68.6% | $4,237-66.2% |
| Admin fee / account holder | $93 | $707-86.9% | $8,445-98.9% | $593-84.3% |