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 |
|---|---|---|
NATIONWIDE4 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $34,578 |
CADARET GRANT & CO INC4 years Filed as: CADARET GRANT & COMPANY INC Service code 27 100 MADISON ST STE 1300 · SYRACUSE, NY 13202 | Advisory (Plan) | $21,615 |
Filed as: ASSUREDPARTNERS NORTHEAST, LLC Service code 37 445 HAMILTON AVE · WHITE PLAINS, NY 10601 | Loan Processing | $6,704 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,876 | $91,407-58.6% | $135,903-72.1% | $71,457-47.0% |
| Participation rate | 83.2% | 75.7%+7.6pp | 81.9%+1.3pp | 67.9%+15.3pp |
| Annual return | 21.86% | 29.90%-8.0pp | 68.23%-46.4pp | 28.85%-7.0pp |
| Employer contribution / active EE | $2,078 | $3,703-43.9% | $4,856-57.2% | $2,588-19.7% |
| Participant deferral / active EE | $4,609 | $7,092-35.0% | $7,758-40.6% | $4,289+7.5% |
| Admin fee / account holder | $271 | $1,266-78.6% | $10,762-97.5% | $1,587-82.9% |