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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,259 |
EDWARD JONES8+ years Filed as: EDWARD D.A. SOMMER Service code 27 300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085 | Advisory (Plan) | $484 |
SECURITIES AMERICA INC5 years Filed as: SECURITIES AMERICA 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $32,152 | $45,602-29.5% | $117,472-72.6% | $66,914-52.0% |
| Participation rate | 14.3% | 57.6%-43.3pp | 70.6%-56.3pp | 69.8%-55.5pp |
| Annual return | -19.55% | -16.74%-2.8pp | 29.74%-49.3pp | 1.58%-21.1pp |
| Employer contribution / active EE | $0 | $1,579-100.0% | $4,176-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $566 | $2,845-80.1% | $4,070-86.1% | $4,237-86.6% |
| Admin fee / account holder | $708 | $661+7.2% | $5,645-87.5% | $593+19.4% |