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 |
|---|---|---|
NATIONWIDE6+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $23,651 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS Service code 58 · EIN 06-1504963 | Product termination fees (surrender c... | $1,290 |
CAMBRIDGE INVESTMENT RESEARCH5+ years Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,600 | $58,879-36.1% | $178,490-78.9% | $73,488-48.8% |
| Participation rate | 77.2% | 66.2%+11.0pp | 81.9%-4.7pp | 70.7%+6.5pp |
| Annual return | 11.47% | 24.86%-13.4pp | 151.07%-139.6pp | 28.51%-17.0pp |
| Employer contribution / active EE | $2,577 | $2,236+15.2% | $5,011-48.6% | $2,270+13.5% |
| Participant deferral / active EE | $625 | $2,567-75.7% | $5,202-88.0% | $3,740-83.3% |
| Admin fee / account holder | $263 | $400-34.4% | $13,984-98.1% | $513-48.8% |