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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $153,855 |
Service code 34 7050 FAIN PARK DRIVE, SUITE 12 · MONTGOMERY, AL 361240098 | Participant communication; Valuation ... | $15,193 |
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 | $75,051 | $71,666+4.7% | $117,854-36.3% | $69,631+7.8% |
| Participation rate | 66.5% | 77.5%-11.1pp | 79.7%-13.2pp | 70.7%-4.2pp |
| Annual return | 15.58% | 18.86%-3.3pp | 335.08%-319.5pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $1,360 | $1,889-28.0% | $3,786-64.1% | $2,032-33.1% |
| Participant deferral / active EE | $2,658 | $3,340-20.4% | $4,482-40.7% | $3,224-17.5% |
| Admin fee / account holder | $10 | $120-91.8% | $8,020-99.9% | $110-91.1% |