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 |
|---|---|---|
NATIONWIDE5+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 26 · EIN 31-4156830 | Advisory (Participants) | $30,326 |
TAX SHELTERED COMPENSATION, INC.5+ years Service code 15 · EIN 41-0955056 | Recordkeeping | $5,060 |
TANDEM SECURITIES, INC.4+ years Service code 26 | 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 | $56,815 | $51,620+10.1% | $90,281-37.1% | $65,185-12.8% |
| Participation rate | 59.8% | 68.6%-8.8pp | 73.3%-13.4pp | 70.2%-10.4pp |
| Annual return | 20.06% | 24.94%-4.9pp | 78.10%-58.0pp | 29.38%-9.3pp |
| Employer contribution / active EE | $801 | $2,235-64.1% | $2,854-71.9% | $2,177-63.2% |
| Participant deferral / active EE | $2,104 | $2,871-26.7% | $3,885-45.8% | $3,514-40.1% |
| Admin fee / account holder | $83 | $384-78.3% | $5,351-98.4% | $847-90.1% |