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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $11,983 |
WWK ADVISORS, LLC4 years Service code 51 · EIN 27-3022170 | Investment Mgmt Fees | $9,401 |
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 | $30,129 | $66,124-54.4% | $90,404-66.7% | $73,488-59.0% |
| Participation rate | 53.3% | 69.7%-16.3pp | 72.7%-19.3pp | 70.7%-17.3pp |
| Annual return | 15.24% | 17.65%-2.4pp | 1293.02%-1277.8pp | 28.51%-13.3pp |
| Employer contribution / active EE | $765 | $2,346-67.4% | $3,262-76.5% | $2,270-66.3% |
| Participant deferral / active EE | $1,786 | $3,039-41.2% | $3,963-54.9% | $3,740-52.2% |
| Admin fee / account holder | $0 | $396-100.0% | $5,611-100.0% | $513-100.0% |