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 8-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 |
|---|---|---|
Service code 49 · EIN 33-0449333 | Other Services | $14,813 |
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $12,215 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 99 · EIN 74-2794197 | Other Fees | $7,403 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,017 | $77,660-80.7% | $109,143-86.2% | $79,386-81.1% |
| Participation rate | 49.0% | 67.8%-18.8pp | 75.9%-26.8pp | 70.7%-21.7pp |
| Annual return | 13.02% | 23.44%-10.4pp | 25.75%-12.7pp | 116.85%-103.8pp |
| Employer contribution / active EE | $1,483 | $2,797-47.0% | $3,722-60.2% | $2,427-38.9% |
| Participant deferral / active EE | $244 | $3,518-93.1% | $4,653-94.8% | $4,046-94.0% |
| Admin fee / account holder | $111 | $732-84.8% | $6,752-98.4% | $626-82.3% |