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 |
|---|---|---|
RETIREMENT PLANS, INC.4 years Service code 15 · EIN 90-0734163 124 DORCHESTER SQUARE SUITE B · WESTERVILLE, OH 43081 | Recordkeeping | $6,355 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $5,736 |
NATIONWIDE8 years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $1,214 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,384 | $45,031+18.5% | $84,966-37.2% | $77,643-31.2% |
| Participation rate | 21.3% | 48.7%-27.4pp | 67.5%-46.2pp | 70.6%-49.3pp |
| Annual return | 16.30% | 79.22%-62.9pp | 66.38%-50.1pp | 31.24%-14.9pp |
| Employer contribution / active EE | $776 | $1,609-51.8% | $2,727-71.5% | $2,726-71.5% |
| Participant deferral / active EE | $1,585 | $2,807-43.6% | $4,519-64.9% | $4,647-65.9% |
| Admin fee / account holder | $69 | $912-92.5% | $6,149-98.9% | $430-84.0% |