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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $7,984 |
BENEFIT PLANNING CONSULTANTS1+ years Filed as: BENEFIT PLANNING INC Service code 11 4640 ADMIRALTY WAY 9TH FR, #900 · MARINA DEL REY, CA 90292 | Actuarial | $2,003 |
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA Service code 25 200 N. SEPULVEDA BLVD, STE 1200 · EL SEGUNDO, CA 90245 | Directed Trustee | $0 |
Filed as: RELIASTAR LIFE INSURANCE CO Service code 64 · EIN 41-0451140 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,704 | $46,360-68.3% | $147,614-90.0% | $52,331-71.9% |
| Participation rate | 62.3% | 64.9%-2.6pp | 84.6%-22.3pp | 68.1%-5.8pp |
| Annual return | 4.85% | 1.62%+3.2pp | 61.98%-57.1pp | 4.54%+0.3pp |
| Employer contribution / active EE | $770 | $2,126-63.8% | $5,564-86.2% | $1,882-59.1% |
| Participant deferral / active EE | $1,097 | $2,258-51.4% | $4,895-77.6% | $3,022-63.7% |
| Admin fee / account holder | $1 | $766-99.8% | $11,611-100.0% | $592-99.8% |