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 · EIN 31-4156830 | Recordkeeping | $11,270 |
WWK ADVISORS, LLC1 year Service code 51 · EIN 27-3022170 | Investment Mgmt Fees | $8,895 |
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 | $30,998 | $53,127-41.7% | $86,590-64.2% | $70,131-55.8% |
| Participation rate | 49.5% | 65.3%-15.8pp | 73.5%-24.1pp | 69.5%-20.1pp |
| Annual return | 15.92% | 27.66%-11.7pp | 964.84%-948.9pp | 73.14%-57.2pp |
| Employer contribution / active EE | $662 | $2,068-68.0% | $2,839-76.7% | $2,342-71.8% |
| Participant deferral / active EE | $1,599 | $2,696-40.7% | $3,609-55.7% | $3,332-52.0% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |