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 |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $64,392 |
IRON-CO-FID-COMPREHENSIVE2+ years Filed as: IRON-CO -FID-INDEX COMPREHENSIVE Service code 27 · EIN 26-2409128 | Advisory (Plan) | $7,215 |
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 | $42,958 | $52,953-18.9% | $172,739-75.1% | $65,185-34.1% |
| Participation rate | 69.4% | 66.2%+3.2pp | 82.6%-13.2pp | 70.2%-0.8pp |
| Annual return | 26.98% | 30.12%-3.1pp | 802.84%-775.9pp | 29.38%-2.4pp |
| Employer contribution / active EE | $2,600 | $2,190+18.8% | $5,143-49.4% | $2,177+19.5% |
| Participant deferral / active EE | $3,995 | $2,471+61.7% | $5,198-23.1% | $3,514+13.7% |
| Admin fee / account holder | $300 | $472-36.5% | $13,954-97.9% | $847-64.6% |