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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $11,913 |
WWK ADVISORS, LLC3 years Service code 51 · EIN 27-3022170 | Investment Mgmt Fees | $9,956 |
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 | $29,569 | $51,620-42.7% | $90,281-67.2% | $65,185-54.6% |
| Participation rate | 56.9% | 68.6%-11.8pp | 73.3%-16.4pp | 70.2%-13.3pp |
| Annual return | 21.00% | 24.94%-3.9pp | 78.10%-57.1pp | 29.38%-8.4pp |
| Employer contribution / active EE | $593 | $2,235-73.5% | $2,854-79.2% | $2,177-72.8% |
| Participant deferral / active EE | $1,723 | $2,871-40.0% | $3,885-55.6% | $3,514-51.0% |
| Admin fee / account holder | $0 | $384-100.0% | $5,351-100.0% | $847-100.0% |