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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE BLVD. · COLUMBUS, OH 43215 | Recordkeeping | $16,753 |
Service code 14 P. O. BOX 249 · CAPTIVA, FL 339240249 | Plan Administrator | $8,000 |
1ST GLOBAL CAPITAL CORP3+ years Service code 26 P. O. BOX 743248 · DALLAS, TX 75374 | Advisory (Participants) | $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 | $17,519 | $31,388-44.2% | $73,545-76.2% | $62,292-71.9% |
| Participation rate | 66.2% | 39.9%+26.3pp | 54.9%+11.3pp | 69.5%-3.3pp |
| Annual return | 15.12% | 25.34%-10.2pp | -15.16%+30.3pp | 28.90%-13.8pp |
| Employer contribution / active EE | $620 | $498+24.4% | $1,219-49.2% | $2,042-69.7% |
| Participant deferral / active EE | $1,402 | $1,028+36.3% | $1,806-22.4% | $3,169-55.8% |
| Admin fee / account holder | $186 | $299-37.8% | $2,320-92.0% | $479-61.2% |