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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $24,928 |
Filed as: IFP ADVISORS, INC. Service code 26 DBA INDEPENDENT FINANCIAL PARTNER · TAMPA, FL 33607 | Advisory (Participants) | $23,197 |
NEWPORT GROUP, INC.5 years Service code 26 · EIN 27-2037969 200 DRYDEN ROAD · DRESHER, PA 19025 | Advisory (Participants) | $10,845 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,112 | $57,651+33.8% | $112,229-31.3% | $71,457+7.9% |
| Participation rate | 63.6% | 58.9%+4.7pp | 72.4%-8.8pp | 67.9%-4.3pp |
| Annual return | 10.67% | 18.32%-7.6pp | 30.20%-19.5pp | 28.85%-18.2pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,430-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,040 | $2,863+41.1% | $4,798-15.8% | $4,289-5.8% |
| Admin fee / account holder | $219 | $1,581-86.1% | $7,748-97.2% | $1,587-86.2% |