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 |
|---|---|---|
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $153,619 |
WIPFLI LLP9+ years Service code 15 · EIN 39-0758449 ATTN MARCI BOYARSKI · EAU CLAIRE, WI 547020690 | Recordkeeping | $25,737 |
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 | $49,391 | $47,126+4.8% | $149,673-67.0% | $74,419-33.6% |
| Participation rate | 51.0% | 63.4%-12.4pp | 78.8%-27.8pp | 70.7%-19.7pp |
| Annual return | 16.19% | 22.75%-6.6pp | 134.42%-118.2pp | 34.38%-18.2pp |
| Employer contribution / active EE | $1,551 | $1,905-18.6% | $4,818-67.8% | $2,637-41.2% |
| Participant deferral / active EE | $2,962 | $2,728+8.6% | $5,680-47.8% | $4,528-34.6% |
| Admin fee / account holder | $68 | $343-80.0% | $13,210-99.5% | $348-80.3% |