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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,699 |
HUNTINGTON NATIONAL BANK1+ years Service code 14 · EIN 31-0966785 | Plan Administrator | $195 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,740 | $37,196-71.1% | $154,107-93.0% | $55,725-80.7% |
| Participation rate | 56.5% | 64.1%-7.6pp | 83.0%-26.6pp | 70.9%-14.4pp |
| Annual return | -5.28% | 1319.68%-1325.0pp | 735.12%-740.4pp | 244.93%-250.2pp |
| Employer contribution / active EE | $847 | $1,614-47.5% | $5,298-84.0% | $2,078-59.3% |
| Participant deferral / active EE | $1,150 | $2,068-44.4% | $5,081-77.4% | $3,356-65.7% |
| Admin fee / account holder | $60 | $102-40.9% | $13,411-99.6% | $115-47.8% |