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 | $34,808 |
PREFERRED PENSION SOLUTIONS2+ years Service code 37 3710 N. RIDGEWOOD, SUITE D · WICHITA, KS 672204221 | Loan Processing | $7,607 |
L M KOHN & COMPANY2+ years Filed as: L.M. KOHN & COMPANY Service code 71 10151 CARVER ROAD, SUITE 100 · CINCINNATI, OH 45242 | Brokerage Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,044 | $23,385+62.7% | $69,182-45.0% | $57,658-34.0% |
| Participation rate | 35.0% | 37.9%-2.9pp | 55.1%-20.1pp | 70.2%-35.2pp |
| Annual return | 19.12% | -659.34%+678.5pp | -21.93%+41.1pp | 5.13%+14.0pp |
| Employer contribution / active EE | $857 | $422+102.9% | $1,206-29.0% | $1,974-56.6% |
| Participant deferral / active EE | $1,324 | $843+57.0% | $1,897-30.2% | $3,061-56.8% |
| Admin fee / account holder | $186 | $82+126.5% | $2,697-93.1% | $95+96.8% |