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 9-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 Filed as: NATIONWIDE FINANCIAL SERVICES INC. Service code 19 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $34,823 |
JOSEPH BARRY CO LLC8+ years Service code 26 · EIN 26-1449163 128 UNION STREET SUITE 507 · NEW BEDFORD, MA 02740 | Advisory (Participants) | $11,457 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 27 · EIN 35-1151034 1300 SOUTH CLINTON STREET · FORT WAYNE, IN 46802 | Advisory (Plan) | $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 | $52,102 | $46,292+12.6% | $143,757-63.8% | $64,808-19.6% |
| Participation rate | 28.0% | 64.2%-36.2pp | 80.3%-52.3pp | 71.5%-43.4pp |
| Annual return | -10.89% | -10.05%-0.8pp | -0.04%-10.8pp | 32.82%-43.7pp |
| Employer contribution / active EE | $643 | $1,910-66.3% | $4,951-87.0% | $2,506-74.3% |
| Participant deferral / active EE | $1,318 | $2,646-50.2% | $5,637-76.6% | $4,310-69.4% |
| Admin fee / account holder | $118 | $154-23.5% | $14,673-99.2% | $188-37.3% |