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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $7,976 |
Filed as: MML INVESTORS SERVICES, LLC Service code 27 · EIN 04-1590850 PO BOX 8089 · BOSTON, MA 02266 | Advisory (Plan) | $6,567 |
NFP RETIREMENT INC5+ years Filed as: NFP CORPORATE SERVICES (PA) INC. Service code 15 · EIN 13-4096969 2600 KELLY RD · WARRINGTON, PA 18976 | Recordkeeping | $3,688 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,633 | $95,416-65.8% | $185,823-82.4% | $85,850-62.0% |
| Participation rate | 62.9% | 68.8%-5.8pp | 81.7%-18.8pp | 69.3%-6.4pp |
| Annual return | 10.71% | 23.59%-12.9pp | 122.05%-111.3pp | 318.53%-307.8pp |
| Employer contribution / active EE | $899 | $3,314-72.9% | $5,167-82.6% | $2,565-65.0% |
| Participant deferral / active EE | $1,368 | $3,423-60.0% | $5,568-75.4% | $3,952-65.4% |
| Admin fee / account holder | $216 | $7,213-97.0% | $16,237-98.7% | $6,260-96.6% |