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 54 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Sales Loads | $11,419 |
MGKS1 year Service code 37 · EIN 86-1001235 6530 N 16TH ST · PHOENIX, AZ 85016 | Loan Processing | $5,683 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,083 | $55,453-76.4% | $170,442-92.3% | $62,292-79.0% |
| Participation rate | 38.4% | 66.4%-28.0pp | 83.6%-45.2pp | 69.5%-31.1pp |
| Annual return | 9.75% | 21.38%-11.6pp | 205.93%-196.2pp | 28.90%-19.1pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $697 | $2,303-69.7% | $4,939-85.9% | $3,169-78.0% |
| Admin fee / account holder | $22 | $455-95.2% | $13,880-99.8% | $479-95.4% |