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 5-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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $27,104 |
Service code 15 · EIN 20-3886993 | Recordkeeping | $1,562 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,926 | $101,724-39.1% | $164,813-62.4% | $80,856-23.4% |
| Participation rate | 62.4% | 71.8%-9.5pp | 78.6%-16.3pp | 67.6%-5.3pp |
| Annual return | 12.85% | 16.72%-3.9pp | 69.93%-57.1pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,807 | $2,953-38.8% | $4,341-58.4% | $2,755-34.4% |
| Participant deferral / active EE | $5,099 | $4,477+13.9% | $6,031-15.5% | $4,296+18.7% |
| Admin fee / account holder | $19 | $8,227-99.8% | $12,690-99.9% | $6,918-99.7% |