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 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $15,230 |
Service code 26 ATTN ADVISORY FEES COMPENSATION · WALTHAM, MA 024533483 | Advisory (Participants) | $8,861 |
Service code 15 · EIN 22-2725182 | Recordkeeping | $7,887 |
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 | $29,177 | $66,124-55.9% | $90,404-67.7% | $73,488-60.3% |
| Participation rate | 96.6% | 69.7%+26.9pp | 72.7%+23.9pp | 70.7%+25.9pp |
| Annual return | 4.30% | 17.65%-13.4pp | 1293.02%-1288.7pp | 28.51%-24.2pp |
| Employer contribution / active EE | $1,360 | $2,346-42.0% | $3,262-58.3% | $2,270-40.1% |
| Participant deferral / active EE | $2,508 | $3,039-17.5% | $3,963-36.7% | $3,740-32.9% |
| Admin fee / account holder | $258 | $396-34.9% | $5,611-95.4% | $513-49.7% |