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 12 · EIN 31-1592130 | Participant loan processing; Account ... | $24,603 |
Service code 13 · EIN 47-1411118 | Contract Administrator | $5,553 |
RPW SOLUTIONS LLC1 year Filed as: RPW SOLUTIONS Service code 13 · EIN 88-1100312 | Contract Administrator | $654 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,705 | $55,415-35.6% | $155,509-77.0% | $74,495-52.1% |
| Participation rate | 99.3% | 61.9%+37.4pp | 78.2%+21.1pp | 67.2%+32.1pp |
| Annual return | 12.68% | 268.50%-255.8pp | 64.67%-52.0pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $4,006 | $2,267+76.7% | $4,672-14.3% | $2,623+52.7% |
| Participant deferral / active EE | $1,999 | $2,836-29.5% | $5,626-64.5% | $4,346-54.0% |
| Admin fee / account holder | $33 | $1,738-98.1% | $15,912-99.8% | $1,942-98.3% |