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 |
|---|---|---|
NATIONWIDE6+ years Service code 21 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $33,348 |
TAX SHELTERED COMPENSATION, INC.6+ years Filed as: TSC, INC Service code 15 · EIN 41-0955056 7300 METRO BOULEVARD · EDINA, MN 554394500 | Recordkeeping | $10,330 |
CETERA ADVISOR NETWORKS LLC6+ 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.)
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 | $36,816 | $61,156-39.8% | $185,823-80.2% | $79,386-53.6% |
| Participation rate | 54.5% | 66.6%-12.1pp | 81.7%-27.2pp | 70.7%-16.2pp |
| Annual return | 30.85% | 19.45%+11.4pp | 122.05%-91.2pp | 116.85%-86.0pp |
| Employer contribution / active EE | $620 | $2,321-73.3% | $5,167-88.0% | $2,427-74.4% |
| Participant deferral / active EE | $1,141 | $2,789-59.1% | $5,568-79.5% | $4,046-71.8% |
| Admin fee / account holder | $475 | $710-33.1% | $16,237-97.1% | $626-24.2% |