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 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $101,366 |
Service code 34 7050 FAIN PARK DRIVE, SUITE 12 · MONTGOMERY, AL 361240098 | Distribution (12b-1) fees; Participan... | $12,458 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $64,490 | $107,378-39.9% | $108,579-40.6% | $57,658+11.8% |
| Participation rate | 68.8% | 77.1%-8.3pp | 79.6%-10.8pp | 70.2%-1.4pp |
| Annual return | 52.66% | 12.80%+39.9pp | -51.70%+104.4pp | 5.13%+47.5pp |
| Employer contribution / active EE | $1,063 | $1,782-40.3% | $3,758-71.7% | $1,974-46.1% |
| Participant deferral / active EE | $2,071 | $3,221-35.7% | $4,311-52.0% | $3,061-32.3% |
| Admin fee / account holder | $9 | $108-91.4% | $7,645-99.9% | $95-90.1% |