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 year Filed as: NATIONWIDE LIFE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $45,298 |
MAULDIN & JENKINS3 years Filed as: MAULDIN AND JENKINS, LLC Service code 15 · EIN 58-0692043 | Recordkeeping | $21,585 |
Service code 15 · EIN 43-1451524 | Recordkeeping | $13,261 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,480 | $115,744-52.9% | $100,383-45.7% | $199,768-72.7% |
| Participation rate | 62.0% | 85.7%-23.6pp | 81.5%-19.5pp | 72.0%-10.0pp |
| Annual return | 12.84% | 17.79%-5.0pp | 49.26%-36.4pp | 34.26%-21.4pp |
| Employer contribution / active EE | $758 | $3,657-79.3% | $3,944-80.8% | $3,037-75.0% |
| Participant deferral / active EE | $5,068 | $9,844-48.5% | $8,086-37.3% | $5,090-0.4% |
| Admin fee / account holder | $133 | $93+43.7% | $7,900-98.3% | $269-50.4% |