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 Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,209 |
EDWARD JONES4+ years Filed as: EDWARD D.A. SOMMER Service code 27 300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085 | Advisory (Plan) | $1,095 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA INC. Service code 27 12325 PORT GRACE BLVD. · LA VISTA, NE 68128 | Advisory (Plan) | $0 |
AMERICAN REALTY ADVISORS1 year Filed as: SECURITIES AMERICAN, INC. Service code 27 12325 PORT GRACE BLVD. · LA VISTA, NE 68128 | Advisory (Plan) | $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.
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 | $24,034 | $44,221-45.6% | $121,196-80.2% | $56,287-57.3% |
| Participation rate | 20.3% | 61.1%-40.8pp | 71.7%-51.5pp | 69.9%-49.6pp |
| Annual return | -4.29% | -3.58%-0.7pp | 16.93%-21.2pp | -9.96%+5.7pp |
| Employer contribution / active EE | $0 | $1,480-100.0% | $4,022-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $742 | $2,521-70.6% | $3,344-77.8% | $3,350-77.9% |
| Admin fee / account holder | $188 | $480-60.9% | $5,019-96.3% | $521-63.9% |