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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $7,295 |
Filed as: MML INVESTORS SERVICES, LLC Service code 27 · EIN 04-1590850 PO BOX 8089 · BOSTON, MA 02266 | Advisory (Plan) | $5,918 |
NFP RETIREMENT INC6+ years Filed as: NFP CORPORATE SERVICES (PA) INC. Service code 15 · EIN 13-4096969 2600 KELLY RD · WARRINGTON, PA 18976 | Recordkeeping | $3,384 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,762 | $73,867-57.0% | $143,757-77.9% | $68,494-53.6% |
| Participation rate | 63.7% | 66.7%-2.9pp | 80.3%-16.6pp | 67.9%-4.1pp |
| Annual return | -16.41% | 1.01%-17.4pp | -0.04%-16.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,069 | $3,184-66.4% | $4,951-78.4% | $2,596-58.8% |
| Participant deferral / active EE | $1,665 | $3,384-50.8% | $5,637-70.5% | $4,027-58.7% |
| Admin fee / account holder | $223 | $5,755-96.1% | $14,673-98.5% | $5,403-95.9% |