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 |
|---|---|---|
NATIONWIDE7+ years Filed as: NATIONWIDE LIFE INSURANCE Service code 64 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $22,571 |
Service code 14 · EIN 90-0451904 6500 SW MACADAM AVENUE, SUITE 100 · PORTLAND, OR 97239 | Plan Administrator | $300 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 55 50082 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $0 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,602 | $70,587-53.8% | $124,672-73.9% | $85,850-62.0% |
| Participation rate | 66.3% | 64.4%+1.9pp | 74.6%-8.3pp | 69.3%-3.0pp |
| Annual return | 6.03% | 20688.83%-20682.8pp | 5142.93%-5136.9pp | 318.53%-312.5pp |
| Employer contribution / active EE | $289 | $1,913-84.9% | $3,324-91.3% | $2,565-88.7% |
| Participant deferral / active EE | $1,329 | $2,969-55.2% | $4,614-71.2% | $3,952-66.4% |
| Admin fee / account holder | $309 | $5,282-94.1% | $7,493-95.9% | $6,260-95.1% |