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 |
|---|---|---|
NATIONWIDE2 years Service code 12 ONE NATIONWIDE PLAZA · COLUMUBS, OH 43215 | Contract Administrator; Participant l... | $27,648 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES LLC PEARTREE Service code 27 1166 AVENUE OF AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $21,318 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,090 | $46,292+19.0% | $143,757-61.7% | $64,808-15.0% |
| Participation rate | 43.1% | 64.2%-21.2pp | 80.3%-37.3pp | 71.5%-28.4pp |
| Annual return | -18.52% | -10.05%-8.5pp | -0.04%-18.5pp | 32.82%-51.3pp |
| Employer contribution / active EE | $1,820 | $1,910-4.7% | $4,951-63.2% | $2,506-27.4% |
| Participant deferral / active EE | $3,574 | $2,646+35.1% | $5,637-36.6% | $4,310-17.1% |
| Admin fee / account holder | $265 | $154+72.1% | $14,673-98.2% | $188+40.9% |