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 |
|---|---|---|
Service code 15 · EIN 20-3886993 | Recordkeeping | $12,835 |
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $1,669 |
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 | $146,304 | $89,652+63.2% | $141,162+3.6% | $65,185+124.4% |
| Participation rate | 68.7% | 74.7%-6.1pp | 82.5%-13.8pp | 70.2%-1.5pp |
| Annual return | 25.94% | 32.79%-6.9pp | 71.39%-45.4pp | 29.38%-3.4pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $10,169 | $5,691+78.7% | $6,709+51.6% | $3,514+189.4% |
| Admin fee / account holder | $0 | $569-100.0% | $10,261-100.0% | $847-100.0% |