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 Service code 64 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $8,450 |
Filed as: STEPHEN H. ROSEN & ASSOC. Service code 22 · EIN 22-2611091 300 PARKLAND PLACE · ANN ARBOR, MI 48103 | Insurance Broker | $750 |
UNITED RETIREMENT INC1 year Filed as: UNITED RETIREMENT, INC. Service code 22 545 METRO PLACE S. · DUBLIN, OH 43017 | Insurance Broker | $150 |
PARKLAND SECURITIES LLC2+ years Filed as: PARKLAND SECURITIES, LLC Service code 22 300 PARKLAND PLACE · ANN ARBOR, MI 48103 | Insurance Broker | $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 | $30,538 | $55,453-44.9% | $170,442-82.1% | $62,292-51.0% |
| Participation rate | 49.6% | 66.4%-16.8pp | 83.6%-34.0pp | 69.5%-19.9pp |
| Annual return | 13.81% | 21.38%-7.6pp | 205.93%-192.1pp | 28.90%-15.1pp |
| Employer contribution / active EE | $886 | $2,164-59.0% | $5,433-83.7% | $2,042-56.6% |
| Participant deferral / active EE | $2,184 | $2,303-5.2% | $4,939-55.8% | $3,169-31.1% |
| Admin fee / account holder | $30 | $455-93.4% | $13,880-99.8% | $479-93.8% |