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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $27,107 |
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.
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 | $36,990 | $55,449-33.3% | $83,848-55.9% | $56,287-34.3% |
| Participation rate | 20.5% | 68.0%-47.5pp | 76.1%-55.7pp | 69.9%-49.4pp |
| Annual return | -6.33% | -1.38%-5.0pp | 850.88%-857.2pp | -9.96%+3.6pp |
| Employer contribution / active EE | $543 | $2,430-77.7% | $3,631-85.0% | $2,111-74.3% |
| Participant deferral / active EE | $946 | $2,935-67.8% | $4,082-76.8% | $3,350-71.8% |
| Admin fee / account holder | $0 | $656-100.0% | $5,478-100.0% | $521-100.0% |