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 |
|---|---|---|
NATIONWIDE1 year Service code 12 · EIN 31-1592130 | Participant communication; Claims pro... | $8,902 |
RPW SOLUTIONS LLC1 year Filed as: RPW SOLUTIONS, LLC Service code 13 · EIN 88-1100312 | Contract Administrator | $8,270 |
NATIONWIDE1 year Filed as: NATIONWIDE TRUST COMPANY Service code 15 | Recordkeeping | $2,803 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,813 | $61,272-46.4% | $149,673-78.1% | $71,457-54.1% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 217.55% | 35.85%+181.7pp | 134.42%+83.1pp | 28.85%+188.7pp |
| Employer contribution / active EE | $3,857 | $2,378+62.2% | $4,818-19.9% | $2,588+49.0% |
| Participant deferral / active EE | $1,391 | $2,917-52.3% | $5,680-75.5% | $4,289-67.6% |
| Admin fee / account holder | $133 | $1,261-89.5% | $13,210-99.0% | $1,587-91.6% |