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 |
|---|---|---|
NATIONWIDE5+ years Service code 64 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $9,618 |
UNITED RETIREMENT INC4 years Filed as: UNITED RETIREMENT, INC. Service code 22 545 METRO PLACE S. · DUBLIN, OH 43017 | Insurance Broker | $1,754 |
PARKLAND SECURITIES LLC3 years Filed as: PARKLAND SECURITIES Service code 22 300 PARKLAND PLACE · ANN HARBOR, MI 48103 | Insurance Broker | $0 |
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 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 | $30,512 | $58,879-48.2% | $178,490-82.9% | $73,488-58.5% |
| Participation rate | 62.1% | 66.2%-4.2pp | 81.9%-19.9pp | 70.7%-8.6pp |
| Annual return | 2.93% | 24.86%-21.9pp | 151.07%-148.1pp | 28.51%-25.6pp |
| Employer contribution / active EE | $1,282 | $2,236-42.7% | $5,011-74.4% | $2,270-43.5% |
| Participant deferral / active EE | $3,184 | $2,567+24.0% | $5,202-38.8% | $3,740-14.9% |
| Admin fee / account holder | $52 | $400-86.9% | $13,984-99.6% | $513-89.8% |