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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $16,312 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $12,312 |
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 53 | Insurance Commissions | $10,816 |
AVINTUS1+ years Filed as: AVINTUS LLC Service code 13 · EIN 04-3682160 113 SEABOARD LANE, SUITE B150 · FRANKLIN, TN 37067 | Contract Administrator | $7,980 |
CETERA ADVISOR NETWORKS LLC1+ years Service code 53 · EIN 95-3845382 200 N SPEULVEDA BLVD · EL SUGUNDO, CA 902455670 | Insurance Commissions | $0 |
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.
Annual investment return 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 | $36,800 | $75,183-51.1% | $123,892-70.3% | $55,167-33.3% |
| Participation rate | 43.3% | 72.8%-29.5pp | 81.4%-38.1pp | 69.0%-25.7pp |
| Annual return | -0.52% | 19.01%-19.5pp | 47.52%-48.0pp | 169.23%-169.7pp |
| Employer contribution / active EE | $833 | $2,823-70.5% | $4,617-81.9% | $1,963-57.5% |
| Participant deferral / active EE | $1,096 | $5,084-78.4% | $5,984-81.7% | $3,054-64.1% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |