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 |
|---|---|---|
NATIONWIDE4+ years Filed as: NATIONWIDE FINANCIAL SERVICES Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $38,448 |
HORAN SECURITIES INC4+ years Filed as: HORAN SECURITIES, INC. Service code 27 | Advisory (Plan) | $17,548 |
TRI-AD ACTUARIES, INC.2 years Filed as: TRI-STATE PLAN ADMINISTRATION, INC. Service code 10 30 GARFIELD PLACE · CINCINNATI, OH 45202 | Accounting | $425 |
HORAN SECURITIES INC4+ years Filed as: HORAN SECURITIES Service code 27 4990 E GALBRAITH ROAD · CINCINNATI, OH 45236 | Advisory (Plan) | $0 |
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 | $45,064 | $44,221+1.9% | $121,196-62.8% | $56,287-19.9% |
| Participation rate | 63.3% | 61.1%+2.3pp | 71.7%-8.4pp | 69.9%-6.5pp |
| Annual return | -5.03% | -3.58%-1.5pp | 16.93%-22.0pp | -9.96%+4.9pp |
| Employer contribution / active EE | $0 | $1,480-100.0% | $4,022-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,669 | $2,521+5.9% | $3,344-20.2% | $3,350-20.3% |
| Admin fee / account holder | $3 | $480-99.3% | $5,019-99.9% | $521-99.4% |