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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,716 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $845 |
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $16,725 | $52,293-68.0% | $178,490-90.6% | $73,409-77.2% |
| Participation rate | 58.5% | 65.3%-6.9pp | 81.9%-23.5pp | 72.2%-13.7pp |
| Annual return | 21.43% | 34.75%-13.3pp | 151.07%-129.6pp | 59.29%-37.9pp |
| Employer contribution / active EE | $1,189 | $1,735-31.5% | $5,011-76.3% | $2,234-46.8% |
| Participant deferral / active EE | $1,749 | $2,332-25.0% | $5,202-66.4% | $3,805-54.0% |
| Admin fee / account holder | $75 | $127-41.1% | $13,984-99.5% | $158-52.5% |