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 |
|---|---|---|
NATIONWIDE1 year Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-1592130 | Recordkeeping | $13,517 |
Filed as: MORGAN STANLEY INS SVCS INC Service code 28 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Investment Management | $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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $31,825 | $70,983-55.2% | $78,778-59.6% | - |
| Participation rate | 40.2% | 57.2%-17.0pp | 69.2%-29.0pp | - |
| Annual return | 18.54% | 9.28%+9.3pp | 35.62%-17.1pp | - |
| Employer contribution / active EE | $423 | $665-36.4% | $1,986-78.7% | - |
| Participant deferral / active EE | $1,162 | $2,053-43.4% | $2,958-60.7% | - |
| Admin fee / account holder | $122 | $4,432-97.3% | $5,134-97.6% | - |