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 |
|---|---|---|
NATIONWIDE4 years Service code 15 · EIN 13-3892096 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $94,803 |
Filed as: AMERIPRISE Service code 22 | Insurance Broker | $59,223 |
PENTEGRA SERVICES, INC.5 years Filed as: APS - PENTEGRA Service code 15 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 430049297 | Recordkeeping | $10,353 |
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 | $39,545 | $92,971-57.5% | $96,683-59.1% | $74,419-46.9% |
| Participation rate | 32.9% | 71.5%-38.6pp | 74.3%-41.4pp | 70.7%-37.8pp |
| Annual return | 21.04% | 37.49%-16.4pp | 35.69%-14.7pp | 34.38%-13.3pp |
| Employer contribution / active EE | $1,168 | $3,426-65.9% | $3,737-68.8% | $2,637-55.7% |
| Participant deferral / active EE | $2,013 | $3,970-49.3% | $4,878-58.7% | $4,528-55.5% |
| Admin fee / account holder | $21 | $633-96.7% | $6,730-99.7% | $348-93.9% |