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 |
|---|---|---|
NATIONWIDE5+ years Service code 13 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $11,538 |
HARFST AND ASSOCIATES5+ years Filed as: HARFST & ASSOCIATES, INC Service code 27 · EIN 93-0839718 389 E MAIN ST · ASHLAND, OR 97520 | Advisory (Plan) | $5,730 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,979 | $52,953-83.0% | $172,739-94.8% | $65,185-86.2% |
| Participation rate | 56.7% | 66.2%-9.5pp | 82.6%-25.9pp | 70.2%-13.5pp |
| Annual return | 18.07% | 30.12%-12.1pp | 802.84%-784.8pp | 29.38%-11.3pp |
| Employer contribution / active EE | $492 | $2,190-77.6% | $5,143-90.4% | $2,177-77.4% |
| Participant deferral / active EE | $829 | $2,471-66.4% | $5,198-84.0% | $3,514-76.4% |
| Admin fee / account holder | $153 | $472-67.6% | $13,954-98.9% | $847-82.0% |