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 6-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 | $10,540 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 15 10319 DAWSONS CREEK BLVD · FORT WAYNE, IN 46825 | Recordkeeping | $600 |
SIGMA FINANCIAL CORPORATION1+ years Service code 27 300 PARKLAND PLAZA · ANN ARBOR, MI 48103 | Advisory (Plan) | $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,106 | $44,794-79.7% | $90,281-89.9% | $77,787-88.3% |
| Participation rate | 4.7% | 66.6%-61.9pp | 73.3%-68.6pp | 73.2%-68.6pp |
| Annual return | 0.00% | 28.23%-28.2pp | 78.10%-78.1pp | 32.57%-32.6pp |
| Employer contribution / active EE | $0 | $1,809-100.0% | $2,854-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $35 | $2,642-98.7% | $3,885-99.1% | $3,967-99.1% |
| Admin fee / account holder | $108 | $94+14.7% | $5,351-98.0% | $100+8.2% |