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 Filed as: NATIONWIDE INSURANCE Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $25,867 |
Filed as: CALTON& ASSOCIATES Service code 49 2701 M ROCY T DR STE 1000 · TAMPA, FL 33607 | 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 | $28,037 | $65,041-56.9% | $90,951-69.2% | $79,858-64.9% |
| Participation rate | 45.5% | 61.6%-16.2pp | 69.0%-23.6pp | 69.6%-24.2pp |
| Annual return | 19.90% | 30.45%-10.5pp | 134.60%-114.7pp | 31.71%-11.8pp |
| Employer contribution / active EE | $181 | $1,247-85.5% | $2,122-91.5% | $2,471-92.7% |
| Participant deferral / active EE | $1,797 | $2,512-28.5% | $3,373-46.7% | $3,740-52.0% |
| Admin fee / account holder | $13 | $4,536-99.7% | $5,959-99.8% | $5,306-99.8% |