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 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,856 |
HUNNEX AND SHOEMAKER, INC.2 years Service code 14 · EIN 91-1072394 701 5TH AVENUE · SEATTLE, WA 98104 | Plan Administrator | $19,803 |
Filed as: MEEDER INVESTMENT MANAGEMENT Service code 27 · EIN 31-1332744 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Advisory (Plan) | $2,814 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $20,826 | $47,977-56.6% | $154,107-86.5% | $56,287-63.0% |
| Participation rate | 59.3% | 66.2%-6.8pp | 83.0%-23.7pp | 69.9%-10.5pp |
| Annual return | -7.67% | 3.54%-11.2pp | 735.12%-742.8pp | -9.96%+2.3pp |
| Employer contribution / active EE | $280 | $2,169-87.1% | $5,298-94.7% | $2,111-86.7% |
| Participant deferral / active EE | $1,726 | $2,392-27.9% | $5,081-66.0% | $3,350-48.5% |
| Admin fee / account holder | $10 | $438-97.6% | $13,411-99.9% | $521-98.0% |