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 |
|---|---|---|
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $34,594 |
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 13 · EIN 85-0833363 3 HOLLAND STREET · ERIE, PA 16507 | Contract Administrator | $5,196 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,197 | $58,778-58.8% | $129,295-81.3% | $77,671-68.8% |
| Participation rate | 55.4% | 59.2%-3.8pp | 69.6%-14.2pp | 70.6%-15.2pp |
| Annual return | 11.30% | 24.73%-13.4pp | 9429.28%-9418.0pp | 31.21%-19.9pp |
| Employer contribution / active EE | $968 | $1,952-50.4% | $4,157-76.7% | $2,726-64.5% |
| Participant deferral / active EE | $2,338 | $3,212-27.2% | $4,169-43.9% | $4,648-49.7% |
| Admin fee / account holder | $189 | $589-67.9% | $7,665-97.5% | $430-56.0% |