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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $18,029 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 26 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Advisory (Participants) | $10,610 |
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 | $43,276 | $63,346-31.7% | $92,233-53.1% | $70,131-38.3% |
| Participation rate | 97.8% | 68.7%+29.2pp | 76.5%+21.3pp | 69.5%+28.3pp |
| Annual return | 6.31% | 530.12%-523.8pp | 176.28%-170.0pp | 73.14%-66.8pp |
| Employer contribution / active EE | $2,962 | $2,471+19.9% | $3,679-19.5% | $2,342+26.4% |
| Participant deferral / active EE | $1,269 | $2,854-55.5% | $3,897-67.4% | $3,332-61.9% |
| Admin fee / account holder | $279 | $3,840-92.7% | $5,194-94.6% | $4,645-94.0% |