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 8-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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $86,970 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS FINANCIAL Service code 27 401 S TRYON ST 19TH FL · CHARLOTTE, NC 282029243 | Advisory (Plan) | $38,962 |
THE ANGELL PENSION GROUP, INC.2+ years Filed as: THE ANGELL PENSION GROUP Service code 13 · EIN 04-2530412 | Contract Administrator | $4,330 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,309 | $85,202-53.9% | $172,739-77.2% | $72,985-46.1% |
| Participation rate | 62.7% | 70.1%-7.4pp | 82.6%-19.9pp | 69.5%-6.8pp |
| Annual return | 19.12% | 27.32%-8.2pp | 802.84%-783.7pp | 81.00%-61.9pp |
| Employer contribution / active EE | $225 | $3,324-93.2% | $5,143-95.6% | $2,440-90.8% |
| Participant deferral / active EE | $7,180 | $3,260+120.2% | $5,198+38.1% | $3,607+99.0% |
| Admin fee / account holder | $24 | $5,884-99.6% | $13,954-99.8% | $5,124-99.5% |