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 |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-4156830 | Recordkeeping | $13,604 |
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 28 · EIN 59-1517485 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $20,689 | $155,795-86.7% | $136,294-84.8% | $69,631-70.3% |
| Participation rate | 27.4% | 75.2%-47.9pp | 81.9%-54.5pp | 70.7%-43.3pp |
| Annual return | 23.62% | 232464.33%-232440.7pp | 5155.94%-5132.3pp | 27571.02%-27547.4pp |
| Employer contribution / active EE | $185 | $2,991-93.8% | $4,695-96.1% | $2,032-90.9% |
| Participant deferral / active EE | $3,066 | $5,394-43.1% | $6,247-50.9% | $3,224-4.9% |
| Admin fee / account holder | $172 | $128+34.3% | $9,243-98.1% | $110+55.9% |