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 · EIN 31-4156830 | Recordkeeping | $33,416 |
BENEFIT PROFESSIONALS, INC.6+ years Filed as: BENEFIT PROFESSIONALS INC. Service code 17 · EIN 90-1118690 | Pension Consulting | $17,989 |
CENTAURUS FINANCIAL INC6+ years Filed as: CENTAURUS FINANCIAL INC. Service code 17 2300 E KATELLA AVE STE 200 · ANAHEIM, CA 92806 | Pension Consulting | $15,071 |
LEGG MASON3 years Service code 15 | Recordkeeping | $1,736 |
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 | $22,217 | $52,293-57.5% | $178,490-87.6% | $73,409-69.7% |
| Participation rate | 51.8% | 65.3%-13.6pp | 81.9%-30.1pp | 72.2%-20.4pp |
| Annual return | 13.21% | 34.75%-21.5pp | 151.07%-137.9pp | 59.29%-46.1pp |
| Employer contribution / active EE | $345 | $1,735-80.1% | $5,011-93.1% | $2,234-84.6% |
| Participant deferral / active EE | $504 | $2,332-78.4% | $5,202-90.3% | $3,805-86.7% |
| Admin fee / account holder | $40 | $127-68.6% | $13,984-99.7% | $158-74.7% |