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 |
|---|---|---|
NATIONWIDE5 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $55,329 |
MOORE GRIDER & COMPANY4 years Filed as: MOORE GRIDER & COMPANY LLP Service code 10 325 E SIERRA AVE · FRESNO, CA 93711 | Accounting | $5,625 |
ACTIVE GRAPHICS, IC.3 years Filed as: ACTIVE CORE - PASSIVE TARGETDATE Service code 28 5440 W. 110TH ST. · SHAWNEE MISSION, KS 66211 | Investment Management | $3,446 |
Filed as: AMERIPRISE FINANCIAL Service code 28 50082 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,701 | $40,385-19.0% | $80,569-59.4% | $74,419-56.1% |
| Participation rate | 20.3% | 47.4%-27.1pp | 67.0%-46.7pp | 70.7%-50.5pp |
| Annual return | 20.27% | 164.85%-144.6pp | 935.43%-915.2pp | 34.38%-14.1pp |
| Employer contribution / active EE | $463 | $1,496-69.1% | $2,723-83.0% | $2,637-82.4% |
| Participant deferral / active EE | $1,417 | $2,674-47.0% | $4,447-68.1% | $4,528-68.7% |
| Admin fee / account holder | $265 | $720-63.2% | $5,377-95.1% | $348-23.8% |