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 7-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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $8,314 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,416 | $40,522-27.4% | $84,611-65.2% | $67,579-56.5% |
| Participation rate | 13.9% | 51.1%-37.2pp | 68.2%-54.4pp | 71.3%-57.4pp |
| Annual return | 22.96% | 32.72%-9.8pp | 258.74%-235.8pp | 378.56%-355.6pp |
| Employer contribution / active EE | $466 | $1,146-59.3% | $2,652-82.4% | $2,148-78.3% |
| Participant deferral / active EE | $1,024 | $2,132-52.0% | $3,899-73.7% | $3,539-71.1% |
| Admin fee / account holder | $193 | $145+32.5% | $4,912-96.1% | $142+35.3% |