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 |
|---|---|---|
NATIONWIDE7 years Filed as: NATIONWIDE INSURANCE Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $26,655 |
CALTON & ASSOCIATES, INC.3 years 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,202 | $83,427-66.2% | $115,756-75.6% | $68,494-58.8% |
| Participation rate | 44.4% | 71.9%-27.5pp | 77.1%-32.6pp | 67.9%-23.4pp |
| Annual return | -16.91% | -10.95%-6.0pp | 143.14%-160.1pp | -7.84%-9.1pp |
| Employer contribution / active EE | $239 | $3,075-92.2% | $3,793-93.7% | $2,596-90.8% |
| Participant deferral / active EE | $2,406 | $5,355-55.1% | $6,254-61.5% | $4,027-40.2% |
| Admin fee / account holder | $22 | $5,708-99.6% | $8,124-99.7% | $5,403-99.6% |