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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $40,106 |
Filed as: BENEFIT PLANS, INC. Service code 13 16924 FRANCES STREET · OMAHA, NE 681302357 | Contract Administrator | $2,799 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $44,785 | $54,573-17.9% | $90,951-50.8% | $73,488-39.1% |
| Participation rate | 62.7% | 61.2%+1.5pp | 69.0%-6.3pp | 70.7%-8.0pp |
| Annual return | 13.80% | 16.69%-2.9pp | 134.60%-120.8pp | 28.51%-14.7pp |
| Employer contribution / active EE | $647 | $991-34.7% | $2,122-69.5% | $2,270-71.5% |
| Participant deferral / active EE | $1,820 | $2,517-27.7% | $3,373-46.0% | $3,740-51.3% |
| Admin fee / account holder | $0 | $521-100.0% | $5,959-100.0% | $513-100.0% |