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 |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES,INC. Service code 64 · EIN 33-0785439 101 PARK AVENUE · NEW YORK, NY 10178 | Recordkeeping Fees | $22,711 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE CO. Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $16,849 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,184 | $56,095-74.7% | $178,490-92.1% | $90,288-84.3% |
| Participation rate | 28.5% | 65.6%-37.0pp | 81.9%-53.4pp | 73.4%-44.8pp |
| Annual return | 26.10% | 28.81%-2.7pp | 151.07%-125.0pp | 53.97%-27.9pp |
| Employer contribution / active EE | $453 | $1,572-71.2% | $5,011-91.0% | $2,524-82.1% |
| Participant deferral / active EE | $597 | $2,669-77.6% | $5,202-88.5% | $4,232-85.9% |
| Admin fee / account holder | $44 | $101-56.3% | $13,984-99.7% | $114-61.4% |