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 | $25,487 |
CADARET GRANT & CO INC5 years Filed as: CADARET GRANT & COMPANY INC Service code 27 100 MADISON ST STE 1300 · SYRACUSE, NY 13202 | Advisory (Plan) | $23,772 |
ASSUREDPARTNERS CAPITAL INC2 years Filed as: ASSUREDPARTNERS NORTHEAST, LLC Service code 37 445 HAMILTON AVE · WHITE PLAINS, NY 10601 | Loan Processing | $1,298 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,432 | $101,317-52.2% | $146,958-67.0% | $74,495-35.0% |
| Participation rate | 86.0% | 75.5%+10.5pp | 82.2%+3.9pp | 67.2%+18.8pp |
| Annual return | 17.39% | 8730.91%-8713.5pp | 418.34%-400.9pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $2,260 | $3,810-40.7% | $4,933-54.2% | $2,623-13.8% |
| Participant deferral / active EE | $4,865 | $7,303-33.4% | $8,070-39.7% | $4,346+12.0% |
| Admin fee / account holder | $360 | $1,739-79.3% | $12,998-97.2% | $1,942-81.4% |