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 |
|---|---|---|
NATIONWIDE5+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $21,683 |
LAMON & STERN INC1 year Filed as: LAMON & STERN, INC. Service code 33 1950 N. PARK PLACE · ATLANTA, GA 30339 | Securities brokerage | $7,465 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $45,614 | $89,652-49.1% | $141,162-67.7% | $65,185-30.0% |
| Participation rate | 69.2% | 74.7%-5.5pp | 82.5%-13.2pp | 70.2%-1.0pp |
| Annual return | 21.41% | 32.79%-11.4pp | 71.39%-50.0pp | 29.38%-8.0pp |
| Employer contribution / active EE | $794 | $3,065-74.1% | $4,735-83.2% | $2,177-63.5% |
| Participant deferral / active EE | $2,996 | $5,691-47.4% | $6,709-55.3% | $3,514-14.7% |
| Admin fee / account holder | $27 | $569-95.2% | $10,261-99.7% | $847-96.8% |