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 9-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 | $33,824 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN PENSION ADVISORS, LTD Service code 26 · EIN 35-2015845 9465 COUNSELOR'S ROW · INDIANAPOLIS, IN 462406402 | Advisory (Participants) | $6,325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,240 | $46,292-62.8% | $143,757-88.0% | $64,808-73.4% |
| Participation rate | 34.6% | 64.2%-29.6pp | 80.3%-45.7pp | 71.5%-36.8pp |
| Annual return | -10.72% | -10.05%-0.7pp | -0.04%-10.7pp | 32.82%-43.5pp |
| Employer contribution / active EE | $1,132 | $1,910-40.7% | $4,951-77.1% | $2,506-54.8% |
| Participant deferral / active EE | $1,579 | $2,646-40.3% | $5,637-72.0% | $4,310-63.4% |
| Admin fee / account holder | $277 | $154+79.8% | $14,673-98.1% | $188+47.3% |