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 51 · EIN 35-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Mgmt Fees | $21,965 |
STRATEGIC INCOME GROUP1+ years Service code 27 · EIN 90-0802002 2330 W. RAY RD. · CHANDLER, AZ 85224 | Advisory (Plan) | $16,288 |
NORTON ROSE FULBRIGHT1+ years Filed as: NORTON JAMES RETIREMENT SERVICES Service code 15 · EIN 86-1009405 P.O. BOX 6450 · GLENDALE, AZ 85312 | Recordkeeping | $10,649 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,167 | $39,819-41.8% | $67,834-65.8% | $57,658-59.8% |
| Participation rate | 45.1% | 61.2%-16.2pp | 68.8%-23.7pp | 70.2%-25.2pp |
| Annual return | 6.04% | 9.19%-3.2pp | 138.47%-132.4pp | 5.13%+0.9pp |
| Employer contribution / active EE | $336 | $1,277-73.7% | $2,403-86.0% | $1,974-83.0% |
| Participant deferral / active EE | $1,933 | $2,209-12.5% | $3,160-38.8% | $3,061-36.8% |
| Admin fee / account holder | $128 | $84+53.1% | $4,622-97.2% | $95+35.4% |