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 |
|---|---|---|
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $17,814 |
Service code 49 · EIN 82-1371994 1500 NORTH OAK DRIVE · PLYMOUTH, IN 46563 | Other Services | $16,242 |
EVERHART ADVISORS1 year Service code 27 · EIN 31-1440043 5200 RINGS ROAD · DUBLIN, OH 43017 | Advisory (Plan) | $15,049 |
Filed as: LATITUDE Service code 49 | Other Services | $1,507 |
Participant contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,919 | $92,055-87.1% | $106,213-88.8% | $77,643-84.6% |
| Participation rate | 74.5% | 81.0%-6.5pp | 75.3%-0.8pp | 70.6%+3.9pp |
| Annual return | 13.80% | 17.91%-4.1pp | 116.14%-102.3pp | 31.24%-17.4pp |
| Employer contribution / active EE | $0 | $3,367-100.0% | $3,171-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,019 | $5,386-81.1% | $5,016-79.7% | $4,647-78.1% |
| Admin fee / account holder | $111 | $219-49.4% | $11,033-99.0% | $430-74.2% |