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 |
|---|---|---|
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $21,857 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,215 | $54,193+5.6% | $93,606-38.9% | $77,643-26.3% |
| Participation rate | 20.8% | 63.9%-43.2pp | 68.7%-48.0pp | 70.6%-49.8pp |
| Annual return | 10.64% | 30.54%-19.9pp | 133.20%-122.6pp | 31.24%-20.6pp |
| Employer contribution / active EE | $149 | $1,168-87.2% | $2,420-93.8% | $2,726-94.5% |
| Participant deferral / active EE | $1,462 | $3,144-53.5% | $4,411-66.9% | $4,647-68.5% |
| Admin fee / account holder | $244 | $576-57.6% | $8,285-97.1% | $430-43.4% |