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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $17,065 |
EDWARD JONES1+ years Filed as: EDWARD D.A. SOMMER Service code 27 300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085 | Advisory (Plan) | $1,607 |
INVEST FINANCIAL CORPORATION1+ years Filed as: INVEST FINANCIAL CORP INS AGY Service code 27 5555 GRANDE MARKET DRIVE · APPLETON, WI 54913 | Advisory (Plan) | $0 |
INVEST FINANCIAL CORPORATION1+ years Service code 27 5555 GRANDE MARKET DRIVE · APPLETON, WI 54913 | Advisory (Plan) | $0 |
NPH1+ years Service code 28 401 WILSHIRE BLVD · SANTA MONICA, CA 43215 | Investment Management | $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 | $22,710 | $37,134-38.8% | $100,671-77.4% | $52,331-56.6% |
| Participation rate | 31.6% | 57.7%-26.1pp | 70.7%-39.1pp | 68.1%-36.5pp |
| Annual return | -0.49% | 0.10%-0.6pp | 20.43%-20.9pp | 4.54%-5.0pp |
| Employer contribution / active EE | $0 | $1,187-100.0% | $4,012-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $907 | $2,163-58.1% | $3,144-71.1% | $3,022-70.0% |
| Admin fee / account holder | $0 | $467-100.0% | $4,850-100.0% | $592-100.0% |