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 |
|---|---|---|
NATIONWIDE4 years Filed as: NATIONWIDE INSURANCE Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $30,695 |
AMERICAN FUNDS3 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.
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 | $21,690 | $58,512-62.9% | $84,015-74.2% | $72,985-70.3% |
| Participation rate | 50.0% | 61.2%-11.2pp | 69.0%-19.0pp | 69.5%-19.5pp |
| Annual return | 17.16% | 28.93%-11.8pp | 71.31%-54.1pp | 81.00%-63.8pp |
| Employer contribution / active EE | $220 | $1,163-81.1% | $1,983-88.9% | $2,440-91.0% |
| Participant deferral / active EE | $2,215 | $2,394-7.5% | $3,239-31.6% | $3,607-38.6% |
| Admin fee / account holder | $14 | $4,569-99.7% | $6,101-99.8% | $5,124-99.7% |