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 9-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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $6,791 |
Filed as: MML INVESTORS SERVICES, LLC Service code 27 PO BOX 8089 · BOSTON, MA 02266 | Advisory (Plan) | $5,835 |
NFP RETIREMENT INC3+ years Filed as: NFP CORPORATE SERVICES (PA) INC. Service code 15 · EIN 13-4096969 2600 KELLY RD · WARRINGTON, PA 18976 | Recordkeeping | $4,751 |
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 | $21,691 | $52,953-59.0% | $172,739-87.4% | $65,185-66.7% |
| Participation rate | 40.7% | 66.2%-25.5pp | 82.6%-42.0pp | 70.2%-29.5pp |
| Annual return | 17.38% | 30.12%-12.7pp | 802.84%-785.5pp | 29.38%-12.0pp |
| Employer contribution / active EE | $548 | $2,190-75.0% | $5,143-89.3% | $2,177-74.8% |
| Participant deferral / active EE | $958 | $2,471-61.2% | $5,198-81.6% | $3,514-72.7% |
| Admin fee / account holder | $0 | $472-100.0% | $13,954-100.0% | $847-100.0% |