Filed September 22, 2019
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 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $73,123 |
WIPFLI LLP5+ years Service code 15 · EIN 39-0758449 ATTN MARCI BOYARSKI · EAU CLAIRE, WI 547020690 | Recordkeeping | $9,991 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,886 | $62,928-46.2% | $172,739-80.4% | $67,579-49.9% |
| Participation rate | 53.8% | 64.5%-10.7pp | 82.6%-28.8pp | 71.3%-17.5pp |
| Annual return | 24.56% | 30.36%-5.8pp | 802.84%-778.3pp | 378.56%-354.0pp |
| Employer contribution / active EE | $1,354 | $1,636-17.3% | $5,143-73.7% | $2,148-37.0% |
| Participant deferral / active EE | $2,569 | $2,145+19.8% | $5,198-50.6% | $3,539-27.4% |
| Admin fee / account holder | $42 | $167-75.0% | $13,954-99.7% | $142-70.7% |