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 |
|---|---|---|
NATIONWIDE7 years Service code 15 ONE NATIONAL PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $46,094 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON-CO-FID-TRADITIONAL Service code 26 · EIN 26-2409128 | Advisory (Participants) | $4,480 |
Service code 65 · EIN 13-3180178 | Account Maintenance | $2,350 |
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $1,120 |
Filed as: NYLIFE SECURITIES LLC Service code 26 51 MADISON AVENUE · NEW YORK, NY 100104592 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,027 | $53,165+3.5% | $86,188-36.2% | $74,419-26.1% |
| Participation rate | 22.5% | 64.9%-42.4pp | 69.0%-46.5pp | 70.7%-48.3pp |
| Annual return | 16.64% | 22.64%-6.0pp | 1168.45%-1151.8pp | 34.38%-17.7pp |
| Employer contribution / active EE | $110 | $1,210-90.9% | $2,380-95.4% | $2,637-95.8% |
| Participant deferral / active EE | $1,507 | $3,234-53.4% | $3,985-62.2% | $4,528-66.7% |
| Admin fee / account holder | $238 | $551-56.8% | $6,852-96.5% | $348-31.5% |