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 10-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 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $25,515 |
LEGACY BENEFIT SERVICES4+ years Service code 13 · EIN 71-0948945 5670 GREENWOOD PLAZA BLVD STE350 · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $4,405 |
CAMBRIDGE INVESTMENT RESEARCH4+ years Filed as: CAMBRIDGE Service code 55 · EIN 42-1445429 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $32,083 | $23,224+38.1% | $71,086-54.9% | $55,725-42.4% |
| Participation rate | 22.4% | 37.9%-15.5pp | 54.7%-32.2pp | 70.9%-48.4pp |
| Annual return | -4.94% | -2.87%-2.1pp | 650.59%-655.5pp | 244.93%-249.9pp |
| Employer contribution / active EE | $429 | $436-1.7% | $1,088-60.6% | $2,078-79.4% |
| Participant deferral / active EE | $820 | $929-11.8% | $1,874-56.3% | $3,356-75.6% |
| Admin fee / account holder | $228 | $118+93.7% | $3,082-92.6% | $115+98.3% |