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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $21,068 |
TRINITY PENSION CONSULTANTS6 years Service code 17 202 MONTROSE WEST AVE · COPLEY, OH 44321 | Pension Consulting | $3,690 |
MORGAN STANLEY SMITH BARNEY5 years Service code 23 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Insurance services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,225 | $37,393-21.8% | $77,024-62.1% | $66,914-56.3% |
| Participation rate | 25.4% | 52.9%-27.5pp | 67.9%-42.6pp | 69.8%-44.5pp |
| Annual return | -19.76% | -3.29%-16.5pp | 42.32%-62.1pp | 1.58%-21.3pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $2,812-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,249 | $2,617-52.3% | $4,426-71.8% | $4,237-70.5% |
| Admin fee / account holder | $0 | $567-100.0% | $5,425-100.0% | $593-100.0% |