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 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $17,876 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 PO BOX 23641 · ST. PETERSBURG, FL 33742 | Advisory (Plan) | $8,499 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 49 · EIN 35-2015845 9465 COUNSELOR'S ROW · INDIANAPOLIS, IN 46240 | Other Services | $5,950 |
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 | $29,813 | $61,272-51.3% | $149,673-80.1% | $71,457-58.3% |
| Participation rate | 65.7% | 62.5%+3.2pp | 78.8%-13.1pp | 67.9%-2.2pp |
| Annual return | 15.97% | 35.85%-19.9pp | 134.42%-118.4pp | 28.85%-12.9pp |
| Employer contribution / active EE | $2,049 | $2,378-13.9% | $4,818-57.5% | $2,588-20.8% |
| Participant deferral / active EE | $2,656 | $2,917-8.9% | $5,680-53.2% | $4,289-38.1% |
| Admin fee / account holder | $177 | $1,261-86.0% | $13,210-98.7% | $1,587-88.9% |