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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $14,775 |
IRON-CO-FID-COMPREHENSIVE3+ years Filed as: IRON ADMINISTRATION Service code 13 · EIN 37-1458725 | Contract Administrator | $1,133 |
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 | $36,095 | $36,767-1.8% | $81,478-55.7% | $62,292-42.1% |
| Participation rate | 31.0% | 54.4%-23.5pp | 68.0%-37.0pp | 69.5%-38.6pp |
| Annual return | 17.38% | 173.80%-156.4pp | 38.78%-21.4pp | 28.90%-11.5pp |
| Employer contribution / active EE | $0 | $1,128-100.0% | $2,568-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $870 | $2,111-58.8% | $3,537-75.4% | $3,169-72.5% |
| Admin fee / account holder | $209 | $797-73.7% | $4,561-95.4% | $479-56.3% |