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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $26,128 |
Filed as: IFP ADVISORS, INC. Service code 26 DBA INDEPENDENT FINANCIAL PARTNER · TAMPA, FL 33607 | Advisory (Participants) | $23,809 |
NEWPORT GROUP, INC.3 years Service code 26 · EIN 27-2037969 1075 JORDAN CREEK PARKWAY · WEST DES MOINES, IA 50266 | Advisory (Participants) | $10,748 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,492 | $65,862+2.5% | $124,672-45.9% | $79,386-15.0% |
| Participation rate | 67.9% | 62.2%+5.6pp | 74.6%-6.7pp | 70.7%-2.8pp |
| Annual return | 15.86% | 19.02%-3.2pp | 5142.93%-5127.1pp | 116.85%-101.0pp |
| Employer contribution / active EE | $0 | $1,883-100.0% | $3,324-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,530 | $2,772+27.3% | $4,614-23.5% | $4,046-12.7% |
| Admin fee / account holder | $191 | $673-71.6% | $7,493-97.5% | $626-69.5% |