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 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $16,441 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 49 · EIN 35-2015845 9465 COUNSELOR'S ROW · INDIANAPOLIS, IN 46240 | Other Services | $6,147 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 PO BOX 23641 · ST. PETERSBURG, FL 33742 | Advisory (Plan) | $4,978 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,970 | $65,061-61.6% | $143,757-82.6% | $66,914-62.7% |
| Participation rate | 65.1% | 65.2%-0.1pp | 80.3%-15.2pp | 69.8%-4.7pp |
| Annual return | -15.96% | -11.14%-4.8pp | -0.04%-15.9pp | 1.58%-17.5pp |
| Employer contribution / active EE | $1,550 | $2,361-34.3% | $4,951-68.7% | $2,544-39.1% |
| Participant deferral / active EE | $2,409 | $2,919-17.5% | $5,637-57.3% | $4,237-43.1% |
| Admin fee / account holder | $207 | $502-58.7% | $14,673-98.6% | $593-65.0% |