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 Filed as: NATIONWIDE INSURANCE Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $42,343 |
AMERICAN FUNDS2 years Filed as: CAPITAL FINANCIAL SERVICES Service code 49 1 NORTH MAIN STREET · MINOT, ND 58703 | Other Services | $0 |
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 | $28,463 | $50,958-44.1% | $74,550-61.8% | $64,186-55.7% |
| Participation rate | 50.6% | 61.1%-10.5pp | 69.1%-18.5pp | 69.6%-19.0pp |
| Annual return | -6.89% | -1.86%-5.0pp | 32.53%-39.4pp | 7.63%-14.5pp |
| Employer contribution / active EE | $208 | $1,115-81.4% | $1,961-89.4% | $2,381-91.3% |
| Participant deferral / active EE | $2,078 | $2,301-9.7% | $3,108-33.1% | $3,470-40.1% |
| Admin fee / account holder | $11 | $4,223-99.8% | $5,060-99.8% | $4,888-99.8% |