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 |
|---|---|---|
NATIONWIDE3 years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $22,314 |
Filed as: TRANSAMERICA FINANCIAL ADVISOR Service code 23 · EIN 59-2476008 TRANSAMERICA FINANCIAL ADVISOR · CEDAR RAPIDS, IA 52499 | Insurance services; Shareholder servi... | $21,921 |
PROACCOUNT1 year Service code 28 · EIN 73-0988442 | Investment Management | $10,692 |
Service code 28 · EIN 26-4311657 | Investment Management | $2,215 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 23 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Insurance services; Shareholder servi... | $639 |
Filed as: TRANSAMERICA FINANCIAL ADVISORS INC Service code 23 · EIN 59-2476008 6400 C ST SW · CEDAR RAPIDS, IA 52499 | Shareholder servicing fees; Insurance... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,208 | $50,815-81.9% | $155,509-94.1% | $77,643-88.1% |
| Participation rate | 86.3% | 63.1%+23.1pp | 78.2%+8.1pp | 70.6%+15.7pp |
| Annual return | 12.52% | 34.80%-22.3pp | 64.67%-52.1pp | 31.24%-18.7pp |
| Employer contribution / active EE | $1,533 | $1,993-23.1% | $4,672-67.2% | $2,726-43.8% |
| Participant deferral / active EE | $1,303 | $2,822-53.8% | $5,626-76.8% | $4,647-72.0% |
| Admin fee / account holder | $58 | $437-86.8% | $15,912-99.6% | $430-86.6% |