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 4-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 37 · EIN 04-2647786 | Loan Processing | $12,472 |
NATIONWIDE2+ years Service code 13 · EIN 31-1592130 | Contract Administrator | $11,314 |
LUBBOCK NATIONAL BANK2+ years Service code 21 406 82ND STREET · LUBBOCK, TX 79423 | Bank Trustee | $8,183 |
AUSDAL FINANCIAL PARTNERS INC2+ years Filed as: AUSDAL FINANCIAL PARTNERS Service code 27 220 N MAIN STREET, STE 400 · DAVENPORT, IA 52801 | Advisory (Plan) | $4,675 |
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.
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 | $68,431 | $52,639+30.0% | $185,117-63.0% | $62,292+9.9% |
| Participation rate | 44.7% | 63.9%-19.2pp | 77.3%-32.6pp | 69.5%-24.8pp |
| Annual return | 8.04% | 19.57%-11.5pp | 40.50%-32.5pp | 28.90%-20.9pp |
| Employer contribution / active EE | $0 | $1,483-100.0% | $4,182-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,419 | $3,097+10.4% | $5,045-32.2% | $3,169+7.9% |
| Admin fee / account holder | $146 | $374-60.9% | $8,159-98.2% | $479-69.5% |