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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $33,475 |
KEATING & ASSOCIATES, INC.2+ years Service code 15 1011 POYNTZ AVENUE · MANHATTAN, KS 66502 | Recordkeeping | $7,044 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,630 | $60,165-40.8% | $74,183-52.0% | $55,167-35.4% |
| Participation rate | 64.7% | 74.2%-9.5pp | 76.6%-12.0pp | 69.0%-4.3pp |
| Annual return | 7.32% | 10.00%-2.7pp | 17.74%-10.4pp | 169.23%-161.9pp |
| Employer contribution / active EE | $830 | $1,600-48.1% | $2,370-65.0% | $1,963-57.7% |
| Participant deferral / active EE | $1,158 | $2,973-61.1% | $3,550-67.4% | $3,054-62.1% |
| Admin fee / account holder | $52 | $419-87.5% | $5,586-99.1% | $504-89.6% |