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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 | Recordkeeping | $44,330 |
SECURITIES AMERICA INC2+ years Filed as: SECURITIES SERVICE NETWORK Service code 15 | Recordkeeping | $19,261 |
INTAC ACTUARIAL SERVICES2+ years Filed as: INTAC Service code 15 | Recordkeeping | $14,631 |
CLS INVESTMENTS1+ years Service code 99 | Other Fees | $8,549 |
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 | $60,805 | $42,546+42.9% | $71,796-15.3% | $55,167+10.2% |
| Participation rate | 60.9% | 59.1%+1.8pp | 69.1%-8.2pp | 69.0%-8.1pp |
| Annual return | 13.45% | 12.36%+1.1pp | 78.04%-64.6pp | 169.23%-155.8pp |
| Employer contribution / active EE | $475 | $803-40.9% | $1,924-75.3% | $1,963-75.8% |
| Participant deferral / active EE | $3,703 | $2,064+79.4% | $2,794+32.5% | $3,054+21.2% |
| Admin fee / account holder | $0 | $650-100.0% | $4,815-100.0% | $504-100.0% |