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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $52,686 |
BILLINGS AND COMPANY, INC.3+ years Service code 13 2020 INDIAN HILLS DRIVE · SIOUX CITY, IA 51104 | Contract Administrator | $16,742 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN STATE BANK Service code 26 525 N MAIN · SIOUX CENTER, IA 51250 | Advisory (Participants) | $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 | $54,185 | $46,173+17.4% | $170,442-68.2% | $69,631-22.2% |
| Participation rate | 54.1% | 63.9%-9.8pp | 83.6%-29.5pp | 70.7%-16.6pp |
| Annual return | 15.78% | 21.62%-5.8pp | 205.93%-190.1pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $338 | $1,610-79.0% | $5,433-93.8% | $2,032-83.3% |
| Participant deferral / active EE | $1,207 | $2,080-42.0% | $4,939-75.6% | $3,224-62.5% |
| Admin fee / account holder | $342 | $116+194.9% | $13,880-97.5% | $110+209.7% |