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 5-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 |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $41,150 |
Filed as: TRANSAMERICA FINANCIAL ADVISOR Service code 26 6400 C ST SW · CEDAR RAPIDS, IA 52499 | Advisory (Participants) | $12,592 |
Filed as: NATIONAL BENEFIT SERVICES LLC Service code 10 · EIN 20-3886993 | Accounting | $4,150 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,707 | $46,292-85.5% | $143,757-95.3% | $64,808-89.7% |
| Participation rate | 86.6% | 64.2%+22.4pp | 80.3%+6.3pp | 71.5%+15.1pp |
| Annual return | -14.82% | -10.05%-4.8pp | -0.04%-14.8pp | 32.82%-47.6pp |
| Employer contribution / active EE | $1,027 | $1,910-46.2% | $4,951-79.3% | $2,506-59.0% |
| Participant deferral / active EE | $1,120 | $2,646-57.7% | $5,637-80.1% | $4,310-74.0% |
| Admin fee / account holder | $0 | $154-100.0% | $14,673-100.0% | $188-100.0% |