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+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $0 |
TRIAD ADVISORS INC1+ years Filed as: TRIAD ADVISORS Service code 49 1781 HIGHLAND AVENUE · CHESHIRE, CT 06410 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,207 | $46,732-37.5% | $156,549-81.3% | $55,167-47.1% |
| Participation rate | 96.1% | 65.8%+30.3pp | 84.0%+12.1pp | 69.0%+27.1pp |
| Annual return | -1.70% | 17.72%-19.4pp | 32.23%-33.9pp | 169.23%-170.9pp |
| Employer contribution / active EE | $2,095 | $2,105-0.5% | $5,501-61.9% | $1,963+6.7% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $418-100.0% | $13,027-100.0% | $504-100.0% |