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 Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 13 · EIN 31-4156830 | Contract Administrator | $32,724 |
ASSUREDPARTNERS CAPITAL INC3 years Filed as: ASSUREDPARTNERS NORTHEAST, LLC Service code 37 445 HAMILTON AVE · WHITE PLAINS, NY 10601 | Loan Processing | $3,059 |
Service code 27 · EIN 22-2361254 | Advisory (Plan) | $0 |
LPL FINANCIAL1 year Service code 27 · EIN 95-2834236 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,307 | $100,923-45.2% | $150,045-63.1% | $74,304-25.6% |
| Participation rate | 84.0% | 70.1%+13.9pp | 82.3%+1.6pp | 60.3%+23.6pp |
| Annual return | 15.40% | 51.77%-36.4pp | 62.55%-47.1pp | 29.43%-14.0pp |
| Employer contribution / active EE | $2,471 | $3,463-28.7% | $4,693-47.4% | $2,241+10.3% |
| Participant deferral / active EE | $5,328 | $6,709-20.6% | $7,997-33.4% | $3,767+41.4% |
| Admin fee / account holder | $51 | $2,767-98.2% | $13,435-99.6% | $2,969-98.3% |