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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $135,599 |
WIPFLI LLP8+ years Service code 15 · EIN 39-0758449 ATTN MARCI BOYARSKI · EAU CLAIRE, WI 547020690 | Recordkeeping | $15,126 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,837 | $46,292-13.9% | $143,757-72.3% | $64,808-38.5% |
| Participation rate | 50.6% | 64.2%-13.6pp | 80.3%-29.7pp | 71.5%-20.8pp |
| Annual return | -17.49% | -10.05%-7.4pp | -0.04%-17.4pp | 32.82%-50.3pp |
| Employer contribution / active EE | $1,479 | $1,910-22.5% | $4,951-70.1% | $2,506-41.0% |
| Participant deferral / active EE | $2,792 | $2,646+5.5% | $5,637-50.5% | $4,310-35.2% |
| Admin fee / account holder | $34 | $154-77.6% | $14,673-99.8% | $188-81.7% |