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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $15,861 |
Filed as: AMERIPRISE FINANCIAL CENTER Service code 15 50082 AMERIPRISE FINANCIAL CTR. · MINNEAPOLIS, MN 55474 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,565 | $43,550-48.2% | $63,517-64.5% | $52,331-56.9% |
| Participation rate | 29.1% | 65.7%-36.6pp | 71.0%-41.9pp | 68.1%-39.0pp |
| Annual return | -1.92% | 2.03%-4.0pp | -70.30%+68.4pp | 4.54%-6.5pp |
| Employer contribution / active EE | $654 | $1,351-51.6% | $2,322-71.8% | $1,882-65.2% |
| Participant deferral / active EE | $1,177 | $2,254-47.8% | $2,953-60.1% | $3,022-61.1% |
| Admin fee / account holder | $8 | $387-98.0% | $5,892-99.9% | $592-98.7% |