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 |
|---|---|---|
NATIONWIDE2+ years Service code 10 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Accounting | $21,422 |
EDWARD JONES2+ years Filed as: EDWARD D.A. SOMMER Service code 10 300 W. WILSON BRIDGE RD · WORTHINGTON, OH 43085 | Accounting | $13,956 |
INVEST FINANCIAL CORPORATION2+ years Filed as: INVEST FINANCIAL CORP INS AGY Service code 27 5555 GRANDE MARKET DRIVE · APPLETON, WI 54913 | Advisory (Plan) | $0 |
INVEST FINANCIAL CORPORATION2+ years Service code 27 5555 GRANDE MARKET DRIVE · APPLETON, WI 54913 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,701 | $55,453-44.6% | $170,442-82.0% | $62,292-50.7% |
| Participation rate | 45.6% | 66.4%-20.8pp | 83.6%-38.0pp | 69.5%-23.9pp |
| Annual return | 9.44% | 21.38%-11.9pp | 205.93%-196.5pp | 28.90%-19.5pp |
| Employer contribution / active EE | $413 | $2,164-80.9% | $5,433-92.4% | $2,042-79.8% |
| Participant deferral / active EE | $1,048 | $2,303-54.5% | $4,939-78.8% | $3,169-66.9% |
| Admin fee / account holder | $426 | $455-6.3% | $13,880-96.9% | $479-11.1% |