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 8-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 |
|---|---|---|
NACHMAN, NORWOOD & PARROTT3 years Service code 27 1116 S MAIN ST · GREENVILLE, SC 29301 | Advisory (Plan) | $37,908 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,143 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $38,155 | $29,516+29.3% | $77,482-50.8% | $90,288-57.7% |
| Participation rate | 16.2% | 33.7%-17.5pp | 54.2%-38.0pp | 73.4%-57.2pp |
| Annual return | 15.99% | 231.18%-215.2pp | 54.79%-38.8pp | 53.97%-38.0pp |
| Employer contribution / active EE | $219 | $381-42.6% | $986-77.8% | $2,524-91.3% |
| Participant deferral / active EE | $422 | $944-55.3% | $1,861-77.3% | $4,232-90.0% |
| Admin fee / account holder | $106 | $106+0.1% | $2,858-96.3% | $114-7.1% |