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 | $36,628 |
DEFINITI LLC2 years Filed as: DEFINITI Service code 13 · EIN 85-0833363 3 HOLLAND ST. · ERIE, PA 16507 | Contract Administrator | $20,761 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 26 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,399 | $29,546+6.3% | $56,441-44.4% | $77,671-59.6% |
| Participation rate | 35.7% | 32.7%+3.0pp | 52.5%-16.8pp | 70.6%-34.9pp |
| Annual return | 11.54% | 19.01%-7.5pp | 1704.21%-1692.7pp | 31.21%-19.7pp |
| Employer contribution / active EE | $358 | $568-37.0% | $1,039-65.6% | $2,726-86.9% |
| Participant deferral / active EE | $1,109 | $1,061+4.6% | $1,953-43.2% | $4,648-76.1% |
| Admin fee / account holder | $208 | $1,046-80.1% | $2,829-92.7% | $430-51.7% |