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 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $19,204 |
ASCENSUS LLC2 years Filed as: RETIREMENT STRATEGIES GROUP, LLC Service code 13 · EIN 72-1450587 | Contract Administrator | $1,013 |
Filed as: AVANTAX WEALTH MANAGEMENT Service code 27 6333 N STATE HWY #161 4TH FLOOR · IRVING, TX 75038 | Advisory (Plan) | $20 |
IST GLOBAL CAPITAL CORP2 years Service code 13 PO BOX 743248 · DALLAS, TX 75374 | Contract Administrator | $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.
Employer contribution per participant 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 | $26,079 | $62,928-58.6% | $172,739-84.9% | $67,579-61.4% |
| Participation rate | 24.2% | 64.5%-40.2pp | 82.6%-58.4pp | 71.3%-47.0pp |
| Annual return | 21.29% | 30.36%-9.1pp | 802.84%-781.6pp | 378.56%-357.3pp |
| Employer contribution / active EE | $30 | $1,636-98.2% | $5,143-99.4% | $2,148-98.6% |
| Participant deferral / active EE | $313 | $2,145-85.4% | $5,198-94.0% | $3,539-91.2% |
| Admin fee / account holder | $12 | $167-93.0% | $13,954-99.9% | $142-91.8% |