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 |
|---|---|---|
NATIONWIDE9 years Service code 15 · EIN 48-0922953 | Recordkeeping | $21,668 |
Service code 15 1011 POYNTZ AVEUNE · MANHATTAN, KS 66502 | Recordkeeping | $20,847 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,978 | $100,923-29.7% | $150,045-52.7% | $74,304-4.5% |
| Participation rate | 62.1% | 70.1%-7.9pp | 82.3%-20.2pp | 60.3%+1.8pp |
| Annual return | 15.75% | 51.77%-36.0pp | 62.55%-46.8pp | 29.43%-13.7pp |
| Employer contribution / active EE | $454 | $3,463-86.9% | $4,693-90.3% | $2,241-79.7% |
| Participant deferral / active EE | $4,477 | $6,709-33.3% | $7,997-44.0% | $3,767+18.8% |
| Admin fee / account holder | $335 | $2,767-87.9% | $13,435-97.5% | $2,969-88.7% |