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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $6,752 |
Filed as: MML INVESTORS SERVICES, LLC Service code 27 PO BOX 8089 · BOSTON, MA 02266 | Advisory (Plan) | $5,545 |
NFP RETIREMENT INC4+ years Filed as: NFP CORPORATE SERVICES (PA) INC. Service code 15 · EIN 13-4096969 2600 KELLY RD · WARRINGTON, PA 18976 | Recordkeeping | $4,908 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,251 | $58,879-50.3% | $178,490-83.6% | $73,488-60.2% |
| Participation rate | 51.7% | 66.2%-14.5pp | 81.9%-30.2pp | 70.7%-19.0pp |
| Annual return | 14.78% | 24.86%-10.1pp | 151.07%-136.3pp | 28.51%-13.7pp |
| Employer contribution / active EE | $627 | $2,236-72.0% | $5,011-87.5% | $2,270-72.4% |
| Participant deferral / active EE | $1,004 | $2,567-60.9% | $5,202-80.7% | $3,740-73.1% |
| Admin fee / account holder | $196 | $400-51.2% | $13,984-98.6% | $513-61.9% |