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+ years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $32,762 |
Filed as: MEEDER ADVISORY SERVICES Service code 51 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Investment Mgmt Fees | $7,376 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,191 | $39,162-33.1% | $100,671-74.0% | $59,632-56.1% |
| Participation rate | 68.9% | 55.9%+13.0pp | 70.7%-1.8pp | 68.7%+0.2pp |
| Annual return | -3.37% | 21.07%-24.4pp | 20.43%-23.8pp | 2041.28%-2044.7pp |
| Employer contribution / active EE | $1,038 | $1,151-9.8% | $4,012-74.1% | $2,203-52.9% |
| Participant deferral / active EE | $1,583 | $1,992-20.5% | $3,144-49.6% | $3,192-50.4% |
| Admin fee / account holder | $0 | $2,969-100.0% | $4,850-100.0% | $4,297-100.0% |