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 |
|---|---|---|
FELTZ WEALTHPLAN INC3+ years Filed as: FELTZ WEALTHPLAN Service code 27 101 S 108TH AVE, 2ND FLOOR · OMAHA, NE 68154 | Advisory (Plan) | $24,675 |
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $21,288 |
Filed as: BENEFIT PLANS, INC Service code 15 16924 FRANCES STREET SUITE 100 · OMAHA, NE 68130 | Recordkeeping | $7,386 |
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 | $39,287 | $46,173-14.9% | $170,442-77.0% | $69,631-43.6% |
| Participation rate | 59.6% | 63.9%-4.3pp | 83.6%-24.0pp | 70.7%-11.1pp |
| Annual return | 15.26% | 21.62%-6.4pp | 205.93%-190.7pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $1,225 | $1,610-23.9% | $5,433-77.5% | $2,032-39.7% |
| Participant deferral / active EE | $2,329 | $2,080+11.9% | $4,939-52.9% | $3,224-27.8% |
| Admin fee / account holder | $0 | $116-99.8% | $13,880-100.0% | $110-99.8% |