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 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,011 |
SYNOVUS TRUST COMPANY4+ years Service code 21 1148 BROADWAY 3RD FLOOR · COLUMBUS, GA 31901 | Bank Trustee | $16,064 |
Service code 13 · EIN 58-2526504 5 CONCOURSE PARKWAY STE 1000 · ATLANTA, GA 30328 | Contract Administrator | $7,159 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $29,674 | $37,196-20.2% | $154,107-80.7% | $55,725-46.7% |
| Participation rate | 19.2% | 64.1%-44.9pp | 83.0%-63.9pp | 70.9%-51.7pp |
| Annual return | -4.92% | 1319.68%-1324.6pp | 735.12%-740.0pp | 244.93%-249.9pp |
| Employer contribution / active EE | $170 | $1,614-89.5% | $5,298-96.8% | $2,078-91.8% |
| Participant deferral / active EE | $964 | $2,068-53.4% | $5,081-81.0% | $3,356-71.3% |
| Admin fee / account holder | $304 | $102+199.1% | $13,411-97.7% | $115+163.8% |