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 |
|---|---|---|
NATIONWIDE3 years Service code 15 · EIN 13-3892096 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $76,445 |
Filed as: AMERIPRISE Service code 22 | Insurance Broker | $48,204 |
PENTEGRA SERVICES, INC.4 years Filed as: APS - PENTEGRA Service code 15 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 430049297 | Recordkeeping | $9,422 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 22 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,427 | $106,236-71.4% | $112,228-72.9% | $64,808-53.1% |
| Participation rate | 42.3% | 71.7%-29.4pp | 75.1%-32.8pp | 71.5%-29.2pp |
| Annual return | -17.02% | -6.02%-11.0pp | 27.45%-44.5pp | 32.82%-49.8pp |
| Employer contribution / active EE | $1,087 | $3,166-65.7% | $3,635-70.1% | $2,506-56.6% |
| Participant deferral / active EE | $1,898 | $3,785-49.8% | $4,728-59.9% | $4,310-56.0% |
| Admin fee / account holder | $38 | $452-91.6% | $6,410-99.4% | $188-79.7% |