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.7 years Filed as: POLLARD & ASSOCIATES INC Service code 13 · EIN 52-0909772 | Contract Administrator | $5,537 |
NATIONWIDE8+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $290 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,664 | $47,898-63.1% | $117,472-85.0% | $64,808-72.7% |
| Participation rate | 94.3% | 61.9%+32.4pp | 70.6%+23.7pp | 71.5%+22.8pp |
| Annual return | -16.20% | -15.54%-0.7pp | 29.74%-45.9pp | 32.82%-49.0pp |
| Employer contribution / active EE | $3,559 | $1,774+100.6% | $4,176-14.8% | $2,506+42.0% |
| Participant deferral / active EE | $0 | $3,151-100.0% | $4,070-100.0% | $4,310-100.0% |
| Admin fee / account holder | $101 | $132-23.7% | $5,645-98.2% | $188-46.5% |