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 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $35,870 |
FIDUCIARY CONSULTING GROUP1+ years Service code 14 240E RENFRO ST, STE 204 · BURLESON, TX 76028 | Plan Administrator | $29,185 |
Filed as: MEEDER ADVISORY SERVICES Service code 49 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Other Services | $24,415 |
NATIONAL BENEFIT SERVICES, LLC1+ years Service code 15 8523 SO. REDWOOD ROAD · WEST JORDAN, UT 84088 | Recordkeeping | $15,214 |
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.
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 | $48,054 | $67,166-28.5% | $57,343-16.2% | $55,191-12.9% |
| Participation rate | 60.3% | 77.7%-17.4pp | 75.1%-14.8pp | 69.2%-8.8pp |
| Annual return | -1.18% | 4.22%-5.4pp | 24.39%-25.6pp | 10.78%-12.0pp |
| Employer contribution / active EE | $0 | $2,812-100.0% | $2,689-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $3,432 | $2,835+21.1% | $3,162+8.5% | $3,046+12.7% |
| Admin fee / account holder | $212 | $44+385.7% | $3,356-93.7% | $91+133.0% |