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 9-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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $45,819 |
EDWARD JONES1+ years Filed as: EDWARD DA SOMMER Service code 99 300 WEST WILSON BRIDGE RD · WORTHINGTON, OH 43085 | Other Fees | $4,841 |
OPOCUS1+ years Service code 99 300 W WILSON BRIDGE · WORTHINGTON, OH 43085 | Other Fees | $3,013 |
TRINITY PENSION CONSULTANTS1+ years Service code 14 202 MONTROSE WEST AVE · COPLEY, OH 44321 | Plan Administrator | $2,800 |
INVEST FINANCIAL CORPORATION1+ years Filed as: INVEST FINANCIAL CORP Service code 99 5555 GRANDE MARKET DR · APPLETON, WI 54913 | Other Fees | $0 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES Service code 99 PO BOX 14527 · ST PETERSBURG, FL 33733 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
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 | $11,263 | $37,117-69.7% | $147,614-92.4% | $55,191-79.6% |
| Participation rate | 45.0% | 63.6%-18.6pp | 84.6%-39.6pp | 69.2%-24.1pp |
| Annual return | -1.97% | 3.44%-5.4pp | 61.98%-64.0pp | 10.78%-12.7pp |
| Employer contribution / active EE | $946 | $1,620-41.6% | $5,564-83.0% | $1,899-50.2% |
| Participant deferral / active EE | $248 | $1,985-87.5% | $4,895-94.9% | $3,046-91.9% |
| Admin fee / account holder | $0 | $86-100.0% | $11,611-100.0% | $91-100.0% |