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 |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $20,385 |
PROACCOUNT1 year Service code 15 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Recordkeeping | $13,315 |
Filed as: IRON FIDUCIARY Service code 26 · EIN 99-9552241 | Advisory (Participants) | $2,730 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE CO. Service code 13 · EIN 31-4156830 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Contract Administrator | $546 |
PATTISON PENSION SPECIALISTS, INC.10+ years Service code 10 · EIN 85-0437924 3150 CARLISLE, NE SUITE 211 · ALBUQUERQUE, NM 87110 | Accounting | $222 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-3415651 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,512 | $69,745-36.2% | $67,511-34.1% | $74,546-40.3% |
| Participation rate | 50.0% | 71.3%-21.3pp | 72.9%-22.9pp | 67.2%-17.2pp |
| Annual return | 11.29% | -40.37%+51.7pp | 3517.41%-3506.1pp | 1366.03%-1354.7pp |
| Employer contribution / active EE | $887 | $2,705-67.2% | $2,733-67.5% | $2,624-66.2% |
| Participant deferral / active EE | $1,875 | $3,636-48.4% | $4,000-53.1% | $4,347-56.9% |
| Admin fee / account holder | $123 | $894-86.3% | $3,999-96.9% | $1,944-93.7% |