See peer percentile detail. $4.99 for your first month.
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See the 7-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 26 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $17,335 |
THE LEADERS GROUP INC2 years Filed as: THE LEADERS GROUP Service code 26 26 WEST DRY CREEK CIRCLE · LITTLETON, CO 801204475 | Advisory (Participants) | $13,709 |
Filed as: AMERICAN RETIREMENT PLAN SERVICES Service code 14 · EIN 52-2025778 EXEC PLAZA 1, SUITE 802 · HUNT VALLEY, MD 21031 | Plan Administrator | $2,798 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN RETIREMENT PLN SERV LLC Service code 14 | Plan Administrator | $1,319 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON-CO-FID-FLEXIBLE ADV FOUNDATION Service code 26 · EIN 26-2409128 5440 W 110TH ST · SHAWNEE MISSION, KS 66211 | Advisory (Participants) | $1,116 |
PROACCOUNT1 year Service code 26 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $758 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,356 | $53,199-88.1% | $155,567-95.9% | $199,768-96.8% |
| Participation rate | 23.0% | 64.1%-41.2pp | 78.2%-55.2pp | 72.0%-49.0pp |
| Annual return | 10.44% | 41.17%-30.7pp | 64.74%-54.3pp | 34.26%-23.8pp |
| Employer contribution / active EE | $78 | $1,852-95.8% | $4,674-98.3% | $3,037-97.4% |
| Participant deferral / active EE | $393 | $3,163-87.6% | $5,628-93.0% | $5,090-92.3% |
| Admin fee / account holder | $21 | $186-88.9% | $15,916-99.9% | $269-92.3% |