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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $64,744 |
IRON-CO-FID-COMPREHENSIVE4 years Filed as: IRON-CO-FID-TRADITIONAL Service code 27 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Advisory (Plan) | $5,268 |
ERISA SERVICES, INC.2 years Filed as: ERISA SERVICES, INC Service code 15 PO BOX 24628 · KNOXVILLE, TN 37933 | Recordkeeping | $600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,005 | $65,061-29.3% | $143,757-68.0% | $66,914-31.2% |
| Participation rate | 55.0% | 65.2%-10.2pp | 80.3%-25.3pp | 69.8%-14.8pp |
| Annual return | -15.83% | -11.14%-4.7pp | -0.04%-15.8pp | 1.58%-17.4pp |
| Employer contribution / active EE | $1,134 | $2,361-52.0% | $4,951-77.1% | $2,544-55.4% |
| Participant deferral / active EE | $1,996 | $2,919-31.6% | $5,637-64.6% | $4,237-52.9% |
| Admin fee / account holder | $176 | $502-65.0% | $14,673-98.8% | $593-70.4% |