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 |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE INSURANCE Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $20,256 |
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA ADVISORS LLC Service code 26 4600 S SYRACUSE · DENVER, CO 80238 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $73,845 | $60,165+22.7% | $74,183-0.5% | $55,167+33.9% |
| Participation rate | 42.7% | 74.2%-31.4pp | 76.6%-33.9pp | 69.0%-26.3pp |
| Annual return | 5.58% | 10.00%-4.4pp | 17.74%-12.2pp | 169.23%-163.6pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,021 | $2,973-65.7% | $3,550-71.2% | $3,054-66.6% |
| Admin fee / account holder | $60 | $419-85.7% | $5,586-98.9% | $504-88.1% |