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 |
|---|---|---|
NATIONWIDE6+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $0 |
Filed as: RAYMOND JAMES INSURANCE GROUP Service code 15 · EIN 12-3458267 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,798 | $52,293-25.8% | $178,490-78.3% | $73,409-47.1% |
| Participation rate | 53.9% | 65.3%-11.5pp | 81.9%-28.0pp | 72.2%-18.3pp |
| Annual return | 16.25% | 34.75%-18.5pp | 151.07%-134.8pp | 59.29%-43.0pp |
| Employer contribution / active EE | $1,249 | $1,735-28.0% | $5,011-75.1% | $2,234-44.1% |
| Participant deferral / active EE | $2,211 | $2,332-5.2% | $5,202-57.5% | $3,805-41.9% |
| Admin fee / account holder | $0 | $127-100.0% | $13,984-100.0% | $158-100.0% |