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 |
|---|---|---|
NATIONWIDE2+ years Service code 28 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $53,188 |
GRANTHAM POOLE1 year Service code 10 · EIN 64-0903390 1062 HIGHLAND COLONY PKWY, STE 201 · RIDGELAND, MS 39157 | Accounting | $22,250 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,185 | $306,927-31.2% | $156,549+34.9% | - |
| Participation rate | 77.8% | 59.9%+17.9pp | 84.0%-6.2pp | - |
| Annual return | 8.94% | 1.08%+7.9pp | 32.23%-23.3pp | - |
| Employer contribution / active EE | $8,976 | $1,481+505.9% | $5,501+63.2% | - |
| Participant deferral / active EE | $4,145 | $1,779+133.0% | $4,871-14.9% | - |
| Admin fee / account holder | $0 | $73,834-100.0% | $13,027-100.0% | - |