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.3 years Filed as: POLLARD & ASSOCIATES INC Service code 13 · EIN 52-0909772 | Contract Administrator | $5,681 |
NATIONWIDE4+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $333 |
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 | $12,564 | $39,898-68.5% | $121,196-89.6% | $55,725-77.5% |
| Participation rate | 100.0% | 61.2%+38.8pp | 71.7%+28.3pp | 70.9%+29.1pp |
| Annual return | -5.25% | -0.96%-4.3pp | 16.93%-22.2pp | 244.93%-250.2pp |
| Employer contribution / active EE | $1,498 | $1,295+15.7% | $4,022-62.7% | $2,078-27.9% |
| Participant deferral / active EE | $0 | $2,439-100.0% | $3,344-100.0% | $3,356-100.0% |
| Admin fee / account holder | $104 | $95+9.7% | $5,019-97.9% | $115-9.4% |