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 7-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 |
|---|---|---|
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $6,361 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,091 | $54,558-65.0% | $76,002-74.9% | $74,546-74.4% |
| Participation rate | 50.0% | 60.3%-10.3pp | 69.1%-19.1pp | 67.2%-17.2pp |
| Annual return | 11.57% | 31.83%-20.3pp | 360.07%-348.5pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $1,142 | $1,778-35.8% | $2,688-57.5% | $2,624-56.5% |
| Participant deferral / active EE | $2,729 | $3,065-11.0% | $4,257-35.9% | $4,347-37.2% |
| Admin fee / account holder | $164 | $2,232-92.6% | $6,414-97.4% | $1,944-91.6% |