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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,516 |
XCEL WEALTH MANAGEMENT1 year Service code 27 101 2ND ST STE 402 · DAYTONA BEACH, FL 32117 | Advisory (Plan) | $8,287 |
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.
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 | $43,750 | $81,474-46.3% | $133,956-67.3% | $73,488-40.5% |
| Participation rate | 58.3% | 76.4%-18.1pp | 79.8%-21.6pp | 70.7%-12.4pp |
| Annual return | 17.80% | 19.40%-1.6pp | 45.09%-27.3pp | 28.51%-10.7pp |
| Employer contribution / active EE | $560 | $2,209-74.7% | $3,919-85.7% | $2,270-75.3% |
| Participant deferral / active EE | $1,501 | $3,786-60.4% | $5,048-70.3% | $3,740-59.9% |
| Admin fee / account holder | $171 | $713-76.0% | $8,927-98.1% | $513-66.6% |