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 |
|---|---|---|
NATIONWIDE5+ years Service code 19 · EIN 31-4156830 | Securities Custodian | $33,700 |
Filed as: NATIONAL BENEFIT SERVICES Service code 37 · EIN 20-3886993 | Loan Processing | $21,329 |
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 | $54,930 | $52,953+3.7% | $172,739-68.2% | $65,185-15.7% |
| Participation rate | 63.3% | 66.2%-2.9pp | 82.6%-19.3pp | 70.2%-6.9pp |
| Annual return | 22.90% | 30.12%-7.2pp | 802.84%-779.9pp | 29.38%-6.5pp |
| Employer contribution / active EE | $2,162 | $2,190-1.3% | $5,143-58.0% | $2,177-0.7% |
| Participant deferral / active EE | $2,911 | $2,471+17.8% | $5,198-44.0% | $3,514-17.2% |
| Admin fee / account holder | $0 | $472-100.0% | $13,954-100.0% | $847-100.0% |