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 year Service code 13 · EIN 31-4156830 | Contract Administrator | $14,474 |
Service code 37 · EIN 22-2725182 | Loan Processing | $11,703 |
Service code 26 ATTN ADVISORY FEES COMPENSATION · WALTHAM, MA 024533483 | Advisory (Participants) | $8,881 |
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 | $29,649 | $51,620-42.6% | $90,281-67.2% | $65,185-54.5% |
| Participation rate | 94.9% | 68.6%+26.3pp | 73.3%+21.6pp | 70.2%+24.7pp |
| Annual return | 5.90% | 24.94%-19.0pp | 78.10%-72.2pp | 29.38%-23.5pp |
| Employer contribution / active EE | $1,208 | $2,235-45.9% | $2,854-57.7% | $2,177-44.5% |
| Participant deferral / active EE | $2,117 | $2,871-26.3% | $3,885-45.5% | $3,514-39.8% |
| Admin fee / account holder | $287 | $384-25.4% | $5,351-94.6% | $847-66.2% |