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.4 years Filed as: POLLARD & ASSOCIATES INC Service code 13 · EIN 52-0909772 | Contract Administrator | $6,350 |
NATIONWIDE5+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $463 |
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 | $15,334 | $46,722-67.2% | $130,648-88.3% | $65,185-76.5% |
| Participation rate | 99.1% | 60.9%+38.2pp | 71.7%+27.4pp | 70.2%+28.9pp |
| Annual return | 15.79% | 24.17%-8.4pp | 1708.96%-1693.2pp | 29.38%-13.6pp |
| Employer contribution / active EE | $3,333 | $1,488+124.1% | $4,092-18.5% | $2,177+53.1% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $3,603-100.0% | $3,514-100.0% |
| Admin fee / account holder | $112 | $453-75.4% | $5,464-98.0% | $847-86.8% |