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 8-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 year Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,200 |
DEFINITI LLC1 year Service code 17 · EIN 85-0833363 2201 TIMBERLOCH PLACE STE 150 · THE WOODLANDS, TX 77380 | Pension Consulting | $350 |
Service code 26 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $11,071 | $52,293-78.8% | $178,490-93.8% | $73,409-84.9% |
| Participation rate | 7.2% | 65.3%-58.1pp | 81.9%-74.7pp | 72.2%-64.9pp |
| Annual return | 10.76% | 34.75%-24.0pp | 151.07%-140.3pp | 59.29%-48.5pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $506 | $2,332-78.3% | $5,202-90.3% | $3,805-86.7% |
| Admin fee / account holder | $0 | $127-100.0% | $13,984-100.0% | $158-100.0% |