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 |
|---|---|---|
NATIONWIDE5 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $19,108 |
Service code 26 ATTN ADVISORY FEES COMPENSATION · WALTHAM, MA 024533483 | Advisory (Participants) | $11,803 |
Service code 15 · EIN 22-2725182 | Recordkeeping | $8,050 |
Annual investment return 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 | $37,820 | $58,264-35.1% | $86,612-56.3% | $71,457-47.1% |
| Participation rate | 98.3% | 65.0%+33.3pp | 71.7%+26.6pp | 67.9%+30.4pp |
| Annual return | 13.46% | 21.63%-8.2pp | 591.07%-577.6pp | 28.85%-15.4pp |
| Employer contribution / active EE | $1,462 | $2,574-43.2% | $3,022-51.6% | $2,588-43.5% |
| Participant deferral / active EE | $3,491 | $3,436+1.6% | $4,438-21.3% | $4,289-18.6% |
| Admin fee / account holder | $299 | $1,057-71.7% | $5,614-94.7% | $1,587-81.2% |