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 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $17,862 |
EDWARD JONES1+ years Filed as: EDWARD D.A. SOMMER Service code 27 300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085 | Advisory (Plan) | $3,154 |
INVEST FINANCIAL CORPORATION1+ years Filed as: INVEST FINANCIAL COPORATION Service code 27 5555 GRANDE MARKET DRIVE · APPLETON, WI 54913 | Advisory (Plan) | $0 |
INVEST FINANCIAL CORPORATION1+ years Filed as: INVEST FINANCIAL CORP INS AGY Service code 27 5555 GRANDE MARKET DRIVE · APPLETON, WI 54913 | Advisory (Plan) | $0 |
NPH1+ years Service code 28 401 WILSHIRE BLVD · SANTA MONICA, CA 90401 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $23,505 | $46,360-49.3% | $147,614-84.1% | $52,331-55.1% |
| Participation rate | 28.1% | 64.9%-36.9pp | 84.6%-56.6pp | 68.1%-40.0pp |
| Annual return | -3.44% | 1.62%-5.1pp | 61.98%-65.4pp | 4.54%-8.0pp |
| Employer contribution / active EE | $236 | $2,126-88.9% | $5,564-95.8% | $1,882-87.5% |
| Participant deferral / active EE | $730 | $2,258-67.6% | $4,895-85.1% | $3,022-75.8% |
| Admin fee / account holder | $0 | $766-100.0% | $11,611-100.0% | $592-100.0% |