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 |
|---|---|---|
NATIONWIDE5+ years Service code 21 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $28,438 |
TAX SHELTERED COMPENSATION, INC.5+ years Filed as: TSC, INC Service code 15 · EIN 41-0955056 7300 METRO BOULEVARD · EDINA, MN 554394500 | Recordkeeping | $10,765 |
CETERA ADVISOR NETWORKS LLC5+ years Service code 27 200 N SEPULVEDA BLVD · EL SEGUNDO, CA 902455672 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,247 | $58,879-52.0% | $178,490-84.2% | $73,488-61.6% |
| Participation rate | 54.3% | 66.2%-11.9pp | 81.9%-27.6pp | 70.7%-16.4pp |
| Annual return | 4.84% | 24.86%-20.0pp | 151.07%-146.2pp | 28.51%-23.7pp |
| Employer contribution / active EE | $582 | $2,236-74.0% | $5,011-88.4% | $2,270-74.4% |
| Participant deferral / active EE | $1,030 | $2,567-59.9% | $5,202-80.2% | $3,740-72.5% |
| Admin fee / account holder | $436 | $400+8.8% | $13,984-96.9% | $513-15.1% |