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 | $19,987 |
Filed as: IFP ADVISORS, INC. Service code 26 DBA INDEPENDENT FINANCIAL PARTNER · TAMPA, FL 33607 | Advisory (Participants) | $18,300 |
NEWPORT GROUP, INC.2 years Service code 26 · EIN 27-2037969 1075 JORDAN CREEK PARKWAY · WEST DES MOINES, IA 50266 | Advisory (Participants) | $8,246 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $57,686 | $59,328-2.8% | $118,925-51.5% | $73,488-21.5% |
| Participation rate | 65.1% | 62.3%+2.8pp | 75.4%-10.2pp | 70.7%-5.5pp |
| Annual return | 15.59% | 19.13%-3.5pp | 35.88%-20.3pp | 28.51%-12.9pp |
| Employer contribution / active EE | $0 | $1,803-100.0% | $3,263-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,022 | $2,604+16.1% | $4,265-29.1% | $3,740-19.2% |
| Admin fee / account holder | $147 | $600-75.5% | $6,581-97.8% | $513-71.3% |