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 |
|---|---|---|
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $36,234 |
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 DEPT LA 24540 · PASADENA, CA 91185 | Contract Administrator | $2,350 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,201 | $50,815-56.3% | $155,509-85.7% | $77,643-71.4% |
| Participation rate | 55.5% | 63.1%-7.6pp | 78.2%-22.7pp | 70.6%-15.1pp |
| Annual return | 13.44% | 34.80%-21.4pp | 64.67%-51.2pp | 31.24%-17.8pp |
| Employer contribution / active EE | $1,226 | $1,993-38.5% | $4,672-73.8% | $2,726-55.0% |
| Participant deferral / active EE | $1,916 | $2,822-32.1% | $5,626-65.9% | $4,647-58.8% |
| Admin fee / account holder | $114 | $437-73.9% | $15,912-99.3% | $430-73.6% |