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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $22,227 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $52,162 | $58,726-11.2% | $92,233-43.4% | $62,292-16.3% |
| Participation rate | 23.6% | 68.3%-44.7pp | 76.5%-52.9pp | 69.5%-45.9pp |
| Annual return | 12.67% | 43.62%-30.9pp | 176.28%-163.6pp | 28.90%-16.2pp |
| Employer contribution / active EE | $644 | $2,392-73.1% | $3,679-82.5% | $2,042-68.5% |
| Participant deferral / active EE | $1,025 | $2,766-62.9% | $3,897-73.7% | $3,169-67.6% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |