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 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $106,281 |
Service code 34 7050 FAIN PARK DRIVE, SUITE 12 · MONTGOMERY, AL 361240098 | Participant loan processing; Valuatio... | $24,040 |
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.
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 | $60,592 | $57,096+6.1% | $94,224-35.7% | $55,191+9.8% |
| Participation rate | 61.7% | 75.7%-14.0pp | 78.8%-17.1pp | 69.2%-7.5pp |
| Annual return | -2.13% | 159.65%-161.8pp | 10.68%-12.8pp | 10.78%-12.9pp |
| Employer contribution / active EE | $1,292 | $1,708-24.3% | $3,587-64.0% | $1,899-31.9% |
| Participant deferral / active EE | $2,515 | $3,165-20.5% | $4,320-41.8% | $3,046-17.4% |
| Admin fee / account holder | $48 | $89-46.1% | $6,269-99.2% | $91-47.0% |