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 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $16,433 |
THE INVESTMENT CENTER INC5+ years Filed as: THE INVESTMENT CENTER Service code 27 1420 ROUTE 206 NORTH · BEDMINSTER, NJ 07921 | Advisory (Plan) | $8,477 |
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 | $52,033 | $47,922+8.6% | $75,886-31.4% | $65,185-20.2% |
| Participation rate | 28.8% | 63.0%-34.2pp | 69.3%-40.5pp | 70.2%-41.4pp |
| Annual return | 22.37% | 24.12%-1.7pp | 30.76%-8.4pp | 29.38%-7.0pp |
| Employer contribution / active EE | $835 | $1,557-46.4% | $2,500-66.6% | $2,177-61.6% |
| Participant deferral / active EE | $1,503 | $2,550-41.1% | $3,603-58.3% | $3,514-57.2% |
| Admin fee / account holder | $0 | $532-100.0% | $5,418-100.0% | $847-100.0% |