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 Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,381 |
Filed as: IFP ADVISORS, INC. Service code 26 DBA INDEPENDENT FINANCIAL PARTNER · TAMPA, FL 33607 | Advisory (Participants) | $18,055 |
NEWPORT GROUP, INC.1 year Service code 26 · EIN 27-2037969 5700 WESTOWN PARKWAY · WEST DES MOINES, IA 50266 | Advisory (Participants) | $7,688 |
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 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 | $50,550 | $54,045-6.5% | $115,157-56.1% | $65,185-22.5% |
| Participation rate | 64.4% | 63.5%+0.9pp | 75.9%-11.5pp | 70.2%-5.8pp |
| Annual return | 10.63% | 26.55%-15.9pp | 35.60%-25.0pp | 29.38%-18.8pp |
| Employer contribution / active EE | $0 | $1,653-100.0% | $3,179-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,646 | $2,504+5.7% | $4,168-36.5% | $3,514-24.7% |
| Admin fee / account holder | $142 | $626-77.3% | $7,088-98.0% | $847-83.3% |