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 |
|---|---|---|
NATIONWIDE9+ years Service code 13 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $15,197 |
HARFST AND ASSOCIATES9+ years Filed as: HARFST & ASSOCIATES, INC Service code 27 · EIN 93-0839718 389 E MAIN ST · ASHLAND, OR 97520 | Advisory (Plan) | $8,047 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,703 | $61,272-77.6% | $149,673-90.8% | $71,457-80.8% |
| Participation rate | 53.6% | 62.5%-8.9pp | 78.8%-25.2pp | 67.9%-14.3pp |
| Annual return | 16.87% | 35.85%-19.0pp | 134.42%-117.5pp | 28.85%-12.0pp |
| Employer contribution / active EE | $611 | $2,378-74.3% | $4,818-87.3% | $2,588-76.4% |
| Participant deferral / active EE | $1,163 | $2,917-60.1% | $5,680-79.5% | $4,289-72.9% |
| Admin fee / account holder | $80 | $1,261-93.6% | $13,210-99.4% | $1,587-94.9% |