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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $28,129 |
BILLINGS AND COMPANY, INC.2+ years Service code 13 2020 INDIAN HILLS DR. · SIOUX CITY, IA 51104 | Contract Administrator | $7,350 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 26 50082 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Participants) | $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 | $23,352 | $23,385-0.1% | $69,182-66.2% | $57,658-59.5% |
| Participation rate | 31.2% | 37.9%-6.7pp | 55.1%-24.0pp | 70.2%-39.1pp |
| Annual return | 6.79% | -659.34%+666.1pp | -21.93%+28.7pp | 5.13%+1.7pp |
| Employer contribution / active EE | $195 | $422-53.8% | $1,206-83.8% | $1,974-90.1% |
| Participant deferral / active EE | $632 | $843-25.0% | $1,897-66.7% | $3,061-79.3% |
| Admin fee / account holder | $145 | $82+76.0% | $2,697-94.6% | $95+52.9% |