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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $38,622 |
WALKER BENEFITS, LLC1+ years Service code 17 · EIN 32-0453512 2599 WILMINGTON ROAD · NEW CASTLE, PA 16105 | Pension Consulting | $9,170 |
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 | $28,066 | $36,916-24.0% | $156,549-82.1% | $57,658-51.3% |
| Participation rate | 50.7% | 63.4%-12.7pp | 84.0%-33.3pp | 70.2%-19.5pp |
| Annual return | 7.64% | 12.38%-4.7pp | 32.23%-24.6pp | 5.13%+2.5pp |
| Employer contribution / active EE | $301 | $1,571-80.9% | $5,501-94.5% | $1,974-84.8% |
| Participant deferral / active EE | $956 | $1,926-50.3% | $4,871-80.4% | $3,061-68.8% |
| Admin fee / account holder | $0 | $82-100.0% | $13,027-100.0% | $95-100.0% |