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 |
|---|---|---|
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLACE · COLUMBUS, OH 43215 | Recordkeeping | $15,342 |
RPW SOLUTIONS LLC1 year Filed as: RPW SOLUTIONS, LLC. Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $11,769 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HWY #B-60 · SAN RAPHAEL, CA 94903 | Advisory (Plan) | $5,909 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,141 | $61,272-34.5% | $149,673-73.2% | $71,457-43.8% |
| Participation rate | 78.6% | 62.5%+16.1pp | 78.8%-0.2pp | 67.9%+10.7pp |
| Annual return | 15.42% | 35.85%-20.4pp | 134.42%-119.0pp | 28.85%-13.4pp |
| Employer contribution / active EE | $1,491 | $2,378-37.3% | $4,818-69.1% | $2,588-42.4% |
| Participant deferral / active EE | $3,356 | $2,917+15.0% | $5,680-40.9% | $4,289-21.7% |
| Admin fee / account holder | $198 | $1,261-84.3% | $13,210-98.5% | $1,587-87.5% |