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 |
|---|---|---|
NATIONWIDE5 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $24,004 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 36-3804278 PO BOX 23641 · ST. PETERSBURG, FL 33742 | Advisory (Plan) | $18,996 |
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 49 · EIN 35-2015845 9465 COUNSELOR'S ROW · INDIANAPOLIS, IN 46240 | Other Services | $4,665 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,202 | $49,915-9.4% | $154,803-70.8% | $74,304-39.2% |
| Participation rate | 69.8% | 54.0%+15.8pp | 78.1%-8.3pp | 60.3%+9.4pp |
| Annual return | 12.42% | 34.06%-21.6pp | 58.88%-46.5pp | 29.43%-17.0pp |
| Employer contribution / active EE | $1,315 | $1,611-18.4% | $4,305-69.5% | $2,241-41.3% |
| Participant deferral / active EE | $3,348 | $2,255+48.5% | $5,540-39.6% | $3,767-11.1% |
| Admin fee / account holder | $85 | $2,189-96.1% | $14,329-99.4% | $2,969-97.1% |