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 9-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 · EIN 31-4156830 | Recordkeeping | $60,090 |
TRUWEALTH ADVISORS1 year Service code 26 2700 LAKE VILLA DR · METAIRE, LA 70002 | Advisory (Participants) | $9,193 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 26 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,718 | $99,957-68.3% | $149,696-78.8% | $73,488-56.8% |
| Participation rate | 55.0% | 75.7%-20.7pp | 82.5%-27.4pp | 70.7%-15.6pp |
| Annual return | 17.46% | 53.87%-36.4pp | 276.60%-259.1pp | 28.51%-11.1pp |
| Employer contribution / active EE | $1,546 | $3,191-51.5% | $4,644-66.7% | $2,270-31.9% |
| Participant deferral / active EE | $5,744 | $6,073-5.4% | $6,842-16.0% | $3,740+53.6% |
| Admin fee / account holder | $145 | $551-73.7% | $9,309-98.4% | $513-71.7% |