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 | $28,013 |
GOLDLEAF PARTNERS1+ years Service code 14 14221 GOLF COURSE DRIVE · BAXTER, MN 56425 | Plan Administrator | $5,385 |
IRON-CO-FID-COMPREHENSIVE1+ years Filed as: IRON-CO-FID--COMPREHENSIVE Service code 15 630 DUNDEE ROAD STE 200 · NORTHBROOK, IL 60062 | Recordkeeping | $2,059 |
NATIONWIDE1+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Recordkeeping | $0 |
Filed as: NORTHWESTERN MUTUAL INV SRVCS Service code 28 ATTN IPS COMPENSATION · MILWAUKEE, WI 53202 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,700 | $33,745-59.4% | $64,105-78.6% | $55,191-75.2% |
| Participation rate | 54.1% | 59.4%-5.3pp | 68.2%-14.1pp | 69.2%-15.1pp |
| Annual return | -0.47% | 4.95%-5.4pp | 791.24%-791.7pp | 10.78%-11.3pp |
| Employer contribution / active EE | $0 | $641-100.0% | $1,820-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,216 | $1,929+14.8% | $2,822-21.5% | $3,046-27.3% |
| Admin fee / account holder | $221 | $94+134.2% | $4,499-95.1% | $91+143.4% |