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 |
|---|---|---|
NATIONWIDE2+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $15,248 |
SECURITIES AMERICA INC2+ years Filed as: SECURITIES AMERICA, INC. Service code 26 12325 PORT GRACE BLVD · LA VISTA, NE 681280001 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $17,957 | $61,616-70.9% | $105,722-83.0% | $55,167-67.4% |
| Participation rate | 35.7% | 72.9%-37.3pp | 78.9%-43.2pp | 69.0%-33.3pp |
| Annual return | 2.38% | 11.15%-8.8pp | 12.25%-9.9pp | 169.23%-166.8pp |
| Employer contribution / active EE | $721 | $3,043-76.3% | $4,079-82.3% | $1,963-63.2% |
| Participant deferral / active EE | $975 | $4,213-76.9% | $5,326-81.7% | $3,054-68.1% |
| Admin fee / account holder | $75 | $379-80.3% | $8,308-99.1% | $504-85.2% |