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 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,237 |
USI CONSULTING GROUP3+ years Service code 15 · EIN 06-1053228 | Recordkeeping | $7,669 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $12,581 | $50,637-75.2% | $86,590-85.5% | $62,292-79.8% |
| Participation rate | 15.4% | 67.9%-52.5pp | 73.5%-58.1pp | 69.5%-54.1pp |
| Annual return | 13.57% | 20.80%-7.2pp | 964.84%-951.3pp | 28.90%-15.3pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $260 | $2,611-90.0% | $3,609-92.8% | $3,169-91.8% |
| Admin fee / account holder | $124 | $413-70.1% | $4,906-97.5% | $479-74.2% |