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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,690 |
NEWPORT GROUP, INC.4 years Service code 15 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $10,956 |
CETERA ADVISOR NETWORKS LLC8+ years Filed as: CETERA Service code 26 200 N PACIFIC COAST HWY SUITE 1200 · EL SEGUNDO, CA 902455672 | Advisory (Participants) | $5,182 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,512 | $42,901-66.2% | $91,220-84.1% | $64,808-77.6% |
| Participation rate | 22.5% | 68.1%-45.7pp | 73.2%-50.7pp | 71.5%-49.0pp |
| Annual return | -19.63% | -13.53%-6.1pp | 114.01%-133.6pp | 32.82%-52.4pp |
| Employer contribution / active EE | $161 | $1,571-89.8% | $2,850-94.4% | $2,506-93.6% |
| Participant deferral / active EE | $494 | $3,501-85.9% | $4,234-88.3% | $4,310-88.5% |
| Admin fee / account holder | $145 | $131+10.9% | $5,420-97.3% | $188-22.6% |