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 |
|---|---|---|
NATIONWIDE6 years Service code 28 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $21,693 |
SUNTRUST BANKS, INC.2 years Filed as: TRUIST Service code 28 · EIN 37-1808847 303 PEACHTREE CENTER AVE SUITE 140 · ATLANTA, GA 30303 | Investment Management | $11,583 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 28 · EIN 20-1409613 35 EAST WACKER DR 24TH FLOOR · CHICAGO, IL 60601 | Investment Management | $985 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,229 | $78,485-83.1% | $106,213-87.5% | $74,495-82.2% |
| Participation rate | 78.1% | 72.8%+5.2pp | 75.3%+2.8pp | 67.2%+10.9pp |
| Annual return | 11.17% | 15.95%-4.8pp | 116.14%-105.0pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $742 | $2,523-70.6% | $3,171-76.6% | $2,623-71.7% |
| Participant deferral / active EE | $1,398 | $4,322-67.6% | $5,016-72.1% | $4,346-67.8% |
| Admin fee / account holder | $94 | $2,232-95.8% | $11,033-99.1% | $1,942-95.2% |