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 |
|---|---|---|
NATIONWIDE4+ years Filed as: NATIONWIDE INSURANCE COMPANY Service code 25 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Directed Trustee | $18,814 |
Filed as: RAYMOND JAMES Service code 27 P.O. BOX 14527 · ST. PETERSBURG, FL 33733 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,774 | $62,928-81.3% | $172,739-93.2% | $67,579-82.6% |
| Participation rate | 48.2% | 64.5%-16.3pp | 82.6%-34.4pp | 71.3%-23.1pp |
| Annual return | 18.32% | 30.36%-12.0pp | 802.84%-784.5pp | 378.56%-360.2pp |
| Employer contribution / active EE | $302 | $1,636-81.5% | $5,143-94.1% | $2,148-85.9% |
| Participant deferral / active EE | $965 | $2,145-55.0% | $5,198-81.4% | $3,539-72.7% |
| Admin fee / account holder | $101 | $167-39.6% | $13,954-99.3% | $142-29.3% |