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 35-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $25,080 |
BBVA SECURITIES INC1+ years Filed as: BBVA SECURITIES, INC. Service code 26 | Advisory (Participants) | $6,435 |
PLANTECH, LLP1+ years Service code 34 · EIN 72-1386027 2205 CAHABA VALLEY DRIVE · BIRMINGHAM, AL 352422602 | Valuation (appraisals, etc.); Other s... | $5,138 |
BBVA SECURITIES INC1+ years Filed as: BBVA SECURITIES Service code 26 15 SOUTH 20TH STREET · BIRMINGHAM, AL 35233 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,885 | $46,745-78.9% | $60,547-83.7% | $52,331-81.1% |
| Participation rate | 58.8% | 58.6%+0.3pp | 68.0%-9.1pp | 68.1%-9.3pp |
| Annual return | -3.42% | 0.61%-4.0pp | 335.64%-339.1pp | 4.54%-8.0pp |
| Employer contribution / active EE | $729 | $1,259-42.1% | $2,419-69.8% | $1,882-61.2% |
| Participant deferral / active EE | $1,448 | $2,145-32.5% | $3,328-56.5% | $3,022-52.1% |
| Admin fee / account holder | $53 | $537-90.1% | $4,536-98.8% | $592-91.0% |