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 | $19,066 |
BILLINGS AND COMPANY, INC.3+ years Filed as: BILLINGS & COMPANY Service code 13 2020 INDIAN HILLS DRIVE STE 100 · SIOUX CITY, IA 511041609 | Contract Administrator | $10,953 |
Filed as: AMERIPRISE Service code 28 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, ME 55474 | Investment Management | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,628 | $63,299-40.6% | $91,001-58.7% | $62,292-39.6% |
| Participation rate | 80.4% | 73.3%+7.1pp | 75.6%+4.8pp | 69.5%+10.9pp |
| Annual return | 18.41% | 20.99%-2.6pp | 4.60%+13.8pp | 28.90%-10.5pp |
| Employer contribution / active EE | $212 | $1,807-88.2% | $2,456-91.3% | $2,042-89.6% |
| Participant deferral / active EE | $1,928 | $2,943-34.5% | $3,547-45.7% | $3,169-39.2% |
| Admin fee / account holder | $129 | $468-72.4% | $5,417-97.6% | $479-73.1% |