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 |
|---|---|---|
NATIONWIDE7+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 | Recordkeeping | $47,647 |
SUMMIT FINANCIAL CORPORATION7+ years Service code 13 · EIN 04-3222046 | Contract Administrator | $33,695 |
COMMONWEALTH FINANCIAL NETWORK7+ years Service code 33 · EIN 04-2675571 | Securities brokerage; Other fees | $21,738 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,402 | $185,342-68.5% | $111,297-47.5% | $86,799-32.7% |
| Participation rate | 67.4% | 81.0%-13.6pp | 77.3%-9.9pp | 72.3%-4.9pp |
| Annual return | 10.82% | 500.80%-490.0pp | 54.65%-43.8pp | 97.91%-87.1pp |
| Employer contribution / active EE | $973 | $2,246-56.7% | $2,731-64.4% | $2,405-59.5% |
| Participant deferral / active EE | $2,654 | $4,458-40.5% | $4,487-40.9% | $4,131-35.8% |
| Admin fee / account holder | $244 | $255-4.6% | $7,964-96.9% | $170+43.7% |