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 |
|---|---|---|
NATIONWIDE11+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $32,212 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Other Fees | $0 |
Filed as: THE ANGELL PENSION GROUP Service code 14 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Plan Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,183 | $67,984+53.2% | $65,493+59.1% | $74,304+40.2% |
| Participation rate | 54.3% | 66.3%-12.0pp | 73.1%-18.8pp | 60.3%-6.0pp |
| Annual return | 13.81% | 19.87%-6.1pp | 982.45%-968.6pp | 29.43%-15.6pp |
| Employer contribution / active EE | $2,878 | $2,491+15.5% | $2,574+11.8% | $2,241+28.4% |
| Participant deferral / active EE | $3,814 | $3,346+14.0% | $3,961-3.7% | $3,767+1.2% |
| Admin fee / account holder | $3 | $1,373-99.8% | $5,028-99.9% | $2,969-99.9% |