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 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $30,586 |
MOORE GRIDER & COMPANY5 years Filed as: MOORE GRIDER & COMPANY LLP Service code 10 325 E SIERRA AVE · FRESNO, CA 93711 | Accounting | $4,875 |
Filed as: IRON FINANCIAL Service code 28 · EIN 99-9552241 | Investment Management | $4,485 |
NATIONWIDE6 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $897 |
AMERIPRISE FINANCIAL SERVICES INC10+ years Filed as: AMERIPRISE FINANCIAL Service code 28 · EIN 41-0973005 | 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 | $38,255 | $45,031-15.0% | $84,966-55.0% | $77,643-50.7% |
| Participation rate | 20.8% | 48.7%-27.8pp | 67.5%-46.7pp | 70.6%-49.7pp |
| Annual return | 14.27% | 79.22%-64.9pp | 66.38%-52.1pp | 31.24%-17.0pp |
| Employer contribution / active EE | $515 | $1,609-68.0% | $2,727-81.1% | $2,726-81.1% |
| Participant deferral / active EE | $1,365 | $2,807-51.4% | $4,519-69.8% | $4,647-70.6% |
| Admin fee / account holder | $45 | $912-95.1% | $6,149-99.3% | $430-89.7% |