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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $21,149 |
THE INVESTMENT CENTER INC6+ years Filed as: THE INVESTMENT CENTER Service code 27 1420 ROUTE 206 NORTH · BEDMINSTER, NJ 07921 | Advisory (Plan) | $10,708 |
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 | $71,793 | $55,636+29.0% | $81,983-12.4% | $73,488-2.3% |
| Participation rate | 24.1% | 62.3%-38.2pp | 69.2%-45.1pp | 70.7%-46.6pp |
| Annual return | 20.38% | 19.07%+1.3pp | 41.31%-20.9pp | 28.51%-8.1pp |
| Employer contribution / active EE | $754 | $1,625-53.6% | $2,498-69.8% | $2,270-66.8% |
| Participant deferral / active EE | $1,364 | $2,762-50.6% | $3,722-63.3% | $3,740-63.5% |
| Admin fee / account holder | $0 | $493-100.0% | $5,664-100.0% | $513-100.0% |