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 |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $38,227 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 50 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Direct Payment | $0 |
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 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 | $11,381 | $63,905-82.2% | $74,183-84.7% | $57,658-80.3% |
| Participation rate | 77.2% | 79.8%-2.6pp | 76.6%+0.5pp | 70.2%+6.9pp |
| Annual return | 10.26% | 60.60%-50.3pp | 17.74%-7.5pp | 5.13%+5.1pp |
| Employer contribution / active EE | $1,032 | $1,840-43.9% | $2,370-56.4% | $1,974-47.7% |
| Participant deferral / active EE | $1,760 | $3,448-49.0% | $3,550-50.4% | $3,061-42.5% |
| Admin fee / account holder | $89 | $91-1.9% | $5,586-98.4% | $95-5.5% |