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+ years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $12,175 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE LIFE INSURANCE CO. Service code 15 · EIN 13-5570651 | Recordkeeping | $2,624 |
EDBERG & PERRY INC1+ years Filed as: EDBERG & PERRY, INC. Service code 15 · EIN 86-0738258 2155 W PINNACLE PEAK RD SUITE 120 · PHOENIX, AZ 85027 | Recordkeeping | $1,407 |
1ST GLOBAL CAPITAL CORP1+ years Filed as: 1ST GLOBAL CAPITAL CORPORATION Service code 15 · EIN 75-2430698 PO BOX 743248 · DALLAS, TX 75374 | Recordkeeping | $0 |
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.
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 | $22,260 | $50,464-55.9% | $75,781-70.6% | $52,331-57.5% |
| Participation rate | 38.9% | 66.8%-27.9pp | 75.8%-36.9pp | 68.1%-29.2pp |
| Annual return | 1.08% | 1.03%+0.1pp | 9.68%-8.6pp | 4.54%-3.5pp |
| Employer contribution / active EE | $91 | $1,988-95.4% | $3,323-97.3% | $1,882-95.2% |
| Participant deferral / active EE | $621 | $2,570-75.8% | $3,651-83.0% | $3,022-79.4% |
| Admin fee / account holder | $48 | $1,103-95.7% | $5,299-99.1% | $592-92.0% |