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 |
|---|---|---|
NATIONWIDE4+ years Service code 12 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Direct payment from the plan; Distrib... | $10,655 |
SECURITIES AMERICA INC4+ years Filed as: SECURITIES AMERICA Service code 17 12325 PORT GRACE BLVD. · OMAHA, NE 68128 | Pension Consulting | $0 |
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 | $19,879 | $104,106-80.9% | $71,086-72.0% | $135,375-85.3% |
| Participation rate | 62.5% | 65.7%-3.2pp | 54.7%+7.8pp | 82.6%-20.1pp |
| Annual return | -6.02% | 1256.30%-1262.3pp | 650.59%-656.6pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1,253 | $1,485-15.6% | $1,088+15.2% | $4,779-73.8% |
| Participant deferral / active EE | $2,102 | $2,527-16.8% | $1,874+12.2% | $5,609-62.5% |
| Admin fee / account holder | $227 | $4,142-94.5% | $3,082-92.6% | $10,827-97.9% |