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 7-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 |
|---|---|---|
NATIONWIDE4+ years Service code 19 ONE NATINOWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $68,243 |
Filed as: RETIREMENT PLANNING SERVICES Service code 13 · EIN 84-1096179 4 W DRY CREEK CIRCLE, STE. 100 · LITTLETON, CO 80120 | Contract Administrator | $20,453 |
IRON-CO-FID-COMPREHENSIVE2 years Service code 13 · EIN 26-2409128 630 DUNDEE RD., STE. 200 · NORTHBROOK, IL 60062 | Contract Administrator | $2,480 |
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 19 · EIN 31-4156830 10 W NATIONWIDE BLVD. 5-05-111V · COLUMBUS, OH 43215 | Securities Custodian | $620 |
Filed as: US BANCORP INVESTMENTS Service code 13 60 LIVINGSTON AVE · ST. PAUL, MN 55107 | Contract Administrator | $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $12,771 | $60,607-78.9% | $189,557-93.3% | $86,799-85.3% |
| Participation rate | 46.5% | 68.9%-22.3pp | 78.4%-31.9pp | 72.3%-25.7pp |
| Annual return | 11.96% | 65.18%-53.2pp | 64.17%-52.2pp | 97.91%-85.9pp |
| Employer contribution / active EE | $703 | $1,626-56.8% | $4,412-84.1% | $2,405-70.8% |
| Participant deferral / active EE | $1,272 | $3,895-67.3% | $6,174-79.4% | $4,131-69.2% |
| Admin fee / account holder | $88 | $159-44.7% | $9,807-99.1% | $170-48.2% |