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 |
|---|---|---|
NATIONWIDE3+ years Service code 37 · EIN 31-4156830 | Loan Processing | $20,664 |
CAMBRIDGE INVESTMENT RESEARCH3+ years Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 525568757 | 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 | $54,848 | $31,388+74.7% | $73,545-25.4% | $62,292-12.0% |
| Participation rate | 7.3% | 39.9%-32.5pp | 54.9%-47.6pp | 69.5%-62.2pp |
| Annual return | 15.65% | 25.34%-9.7pp | -15.16%+30.8pp | 28.90%-13.2pp |
| Employer contribution / active EE | $194 | $498-61.0% | $1,219-84.1% | $2,042-90.5% |
| Participant deferral / active EE | $314 | $1,028-69.5% | $1,806-82.6% | $3,169-90.1% |
| Admin fee / account holder | $0 | $299-100.0% | $2,320-100.0% | $479-100.0% |