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 |
|---|---|---|
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $23,068 |
Filed as: IFP ADVISORS, INC. Service code 26 DBA INDEPENDENT FINANCIAL PARTNER · TAMPA, FL 33607 | Advisory (Participants) | $22,298 |
NEWPORT GROUP, INC.4 years Service code 26 · EIN 27-2037969 200 DRYDEN ROAD · DRESHER, PA 19025 | Advisory (Participants) | $9,724 |
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 | $62,818 | $62,603+0.3% | $104,294-39.8% | $66,914-6.1% |
| Participation rate | 65.4% | 59.6%+5.8pp | 73.3%-7.8pp | 69.8%-4.4pp |
| Annual return | -14.39% | -14.70%+0.3pp | 24.61%-39.0pp | 1.58%-16.0pp |
| Employer contribution / active EE | $0 | $1,972-100.0% | $3,372-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,884 | $2,853+36.2% | $4,625-16.0% | $4,237-8.3% |
| Admin fee / account holder | $197 | $656-70.0% | $7,339-97.3% | $593-66.8% |