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 |
|---|---|---|
NATIONWIDE8+ years Filed as: NATIONWIDE FINANCIAL Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $73,727 |
LEGACY BENEFIT SERVICES8+ years Service code 13 · EIN 71-0948945 5670 GREENWOOD PLAZA BLVD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $27,404 |
Service code 27 · EIN 42-1445429 1776 PLEASANT PLAIN RD. · FAIRFIELD, IA 525568757 | Advisory (Plan) | $0 |
TBS AGENCY INC6 years Filed as: TBS AGENCY, INC Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,455 | $30,086-18.7% | $61,373-60.2% | $64,808-62.3% |
| Participation rate | 26.4% | 36.4%-9.9pp | 52.6%-26.1pp | 71.5%-45.0pp |
| Annual return | -21.34% | -13.99%-7.3pp | 338.61%-359.9pp | 32.82%-54.2pp |
| Employer contribution / active EE | $127 | $536-76.2% | $1,159-89.0% | $2,506-94.9% |
| Participant deferral / active EE | $1,186 | $1,126+5.4% | $2,125-44.2% | $4,310-72.5% |
| Admin fee / account holder | $242 | $148+63.4% | $2,130-88.6% | $188+28.9% |