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 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $23,755 |
CLS INVESTMENTS1 year Filed as: CLS INVESTMENT Service code 28 17605 WRIGHT STREET · OMAHA, NE 68130 | Investment Management | $5,492 |
NEWPORT GROUP, INC.1 year Filed as: KIDDER BENEFITS CONSULTANTS, INC. Service code 15 5700 WESTOWN PARKWAY, STE. 100 · WEST DES MOINES, IA 50266 | Recordkeeping | $3,471 |
Filed as: LINCOLN FINANCIAL ADVISORS CORP. Service code 26 1300 S CLINTON STREET · FORT WAYNE, IN 46802 | 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $35,823 | $52,884-32.3% | $84,750-57.7% | $55,167-35.1% |
| Participation rate | 68.3% | 67.5%+0.8pp | 76.6%-8.3pp | 69.0%-0.7pp |
| Annual return | 16.88% | 18.03%-1.2pp | 22.78%-5.9pp | 169.23%-152.3pp |
| Employer contribution / active EE | $390 | $2,233-82.5% | $3,574-89.1% | $1,963-80.1% |
| Participant deferral / active EE | $1,074 | $2,644-59.4% | $3,712-71.1% | $3,054-64.8% |
| Admin fee / account holder | $273 | $581-52.9% | $5,332-94.9% | $504-45.7% |