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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $24,729 |
EDWARD JONES6+ years Filed as: EDWARD D.A. SOMMER Service code 27 300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085 | Advisory (Plan) | $2,662 |
SECURITIES AMERICA INC3 years Service code 27 12325 PORT GRACE BLVD. · LA VISTA, NE 68128 | Advisory (Plan) | $0 |
SECURITIES AMERICA INC3 years Filed as: SECURITIES AMERICA, INC. Service code 27 12325 PORT GRACE BLVD. · LA VISTA, NE 68128 | Advisory (Plan) | $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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,274 | $58,879-33.3% | $178,490-78.0% | $73,488-46.6% |
| Participation rate | 35.1% | 66.2%-31.1pp | 81.9%-46.8pp | 70.7%-35.6pp |
| Annual return | 10.92% | 24.86%-13.9pp | 151.07%-140.2pp | 28.51%-17.6pp |
| Employer contribution / active EE | $320 | $2,236-85.7% | $5,011-93.6% | $2,270-85.9% |
| Participant deferral / active EE | $966 | $2,567-62.4% | $5,202-81.4% | $3,740-74.2% |
| Admin fee / account holder | $442 | $400+10.4% | $13,984-96.8% | $513-13.9% |