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 |
|---|---|---|
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $59,490 |
IRON-CO-FID-COMPREHENSIVE5 years Filed as: IRON-CO-FID-TRADITIONAL Service code 27 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Advisory (Plan) | $6,839 |
PPA/TPA1 year Filed as: PPA/TPA MARLY STONE Service code 26 705 EAST 4TH STREET · CHATTANOOGA, TN 37403 | Advisory (Participants) | $1,600 |
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 | $53,692 | $61,272-12.4% | $149,673-64.1% | $71,457-24.9% |
| Participation rate | 57.9% | 62.5%-4.6pp | 78.8%-20.8pp | 67.9%-10.0pp |
| Annual return | 18.03% | 35.85%-17.8pp | 134.42%-116.4pp | 28.85%-10.8pp |
| Employer contribution / active EE | $1,280 | $2,378-46.2% | $4,818-73.4% | $2,588-50.5% |
| Participant deferral / active EE | $2,178 | $2,917-25.3% | $5,680-61.6% | $4,289-49.2% |
| Admin fee / account holder | $160 | $1,261-87.3% | $13,210-98.8% | $1,587-89.9% |