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 |
|---|---|---|
POLLARD & ASSOCIATES, INC.2 years Filed as: POLLARD & ASSOCIATES INC Service code 13 · EIN 52-0909772 | Contract Administrator | $15,195 |
NATIONWIDE3+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $580 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,628 | $45,324-69.9% | $122,332-88.9% | $69,631-80.4% |
| Participation rate | 88.6% | 59.9%+28.7pp | 71.6%+17.0pp | 70.7%+17.9pp |
| Annual return | 10.26% | 25.35%-15.1pp | 30.27%-20.0pp | 27571.02%-27560.8pp |
| Employer contribution / active EE | $1,471 | $1,230+19.6% | $4,050-63.7% | $2,032-27.6% |
| Participant deferral / active EE | $0 | $2,367-100.0% | $3,287-100.0% | $3,224-100.0% |
| Admin fee / account holder | $77 | $87-11.7% | $5,478-98.6% | $110-30.5% |