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 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $4,356 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 22 | Insurance Broker | $1,752 |
TRINITY PENSION GROUP, LLC2+ years Service code 13 · EIN 20-0235252 4196 MENDENHALL OAKS PARKWAY · HIGH POINT, NC 27265 | Contract Administrator | $1,102 |
MORNINGSTAR2+ years Filed as: MORNING START ASSOCIATES LLC Service code 22 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Insurance Broker | $0 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 22 3 WACHOVIA CENTER · CHARLOTTE, NC 28288 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $12,324 | $43,423-71.6% | $78,689-84.3% | $55,167-77.7% |
| Participation rate | 27.2% | 68.0%-40.8pp | 73.6%-46.4pp | 69.0%-41.8pp |
| Annual return | 8.16% | 11.53%-3.4pp | 62.18%-54.0pp | 169.23%-161.1pp |
| Employer contribution / active EE | $433 | $1,997-78.3% | $2,851-84.8% | $1,963-78.0% |
| Participant deferral / active EE | $686 | $2,509-72.6% | $3,517-80.5% | $3,054-77.5% |
| Admin fee / account holder | $46 | $416-89.0% | $4,510-99.0% | $504-90.9% |