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 year Service code 64 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $18,885 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 27 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $0 |
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 | $37,048 | $69,362-46.6% | $101,248-63.4% | $73,488-49.6% |
| Participation rate | 69.2% | 68.4%+0.8pp | 75.8%-6.6pp | 70.7%-1.5pp |
| Annual return | 16.25% | 18.46%-2.2pp | 46.47%-30.2pp | 28.51%-12.3pp |
| Employer contribution / active EE | $1,583 | $2,628-39.8% | $3,660-56.7% | $2,270-30.3% |
| Participant deferral / active EE | $2,512 | $3,300-23.9% | $4,370-42.5% | $3,740-32.8% |
| Admin fee / account holder | $0 | $704-100.0% | $5,945-100.0% | $513-100.0% |