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 9-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 |
|---|---|---|
Service code 27 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Advisory (Plan) | $30,361 |
NATIONWIDE1 year Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $28,927 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,146 | $88,083-24.9% | $164,813-59.9% | $74,495-11.2% |
| Participation rate | 69.3% | 73.0%-3.7pp | 78.6%-9.3pp | 67.2%+2.1pp |
| Annual return | 14.84% | 17.26%-2.4pp | 69.93%-55.1pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $930 | $2,593-64.1% | $4,341-78.6% | $2,623-64.5% |
| Participant deferral / active EE | $3,565 | $4,498-20.7% | $6,031-40.9% | $4,346-18.0% |
| Admin fee / account holder | $9 | $2,234-99.6% | $12,690-99.9% | $1,942-99.5% |