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 |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $14,253 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 12 · EIN 35-2015845 9465 COUNSELOR'S ROW · INDIANAPOLIS, IN 46240 | Claims processing; Recordkeeping fees... | $5,505 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,138 | $50,458-52.2% | $159,960-84.9% | $64,808-62.8% |
| Participation rate | 23.0% | 68.0%-45.0pp | 78.0%-54.9pp | 71.5%-48.5pp |
| Annual return | -12.40% | -13.42%+1.0pp | 408.60%-421.0pp | 32.82%-45.2pp |
| Employer contribution / active EE | $716 | $1,722-58.4% | $4,226-83.0% | $2,506-71.4% |
| Participant deferral / active EE | $1,385 | $4,004-65.4% | $6,182-77.6% | $4,310-67.9% |
| Admin fee / account holder | $0 | $706-100.0% | $8,698-100.0% | $188-100.0% |