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 |
|---|---|---|
NATIONWIDE7 years Service code 28 · EIN 31-4177100 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $25,956 |
SUNTRUST BANKS, INC.3 years Filed as: TRUIST Service code 28 · EIN 37-1808847 303 PEACHTREE CENTER AVE SUITE 140 · ATLANTA, GA 30303 | Investment Management | $11,627 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 28 · EIN 20-1409613 | Investment Management | $1,113 |
Participant contribution per participant 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 | $13,636 | $84,556-83.9% | $116,228-88.3% | $74,304-81.6% |
| Participation rate | 73.6% | 66.0%+7.5pp | 74.6%-1.0pp | 60.3%+13.2pp |
| Annual return | 16.89% | 18.35%-1.5pp | 90.06%-73.2pp | 29.43%-12.5pp |
| Employer contribution / active EE | $664 | $2,168-69.4% | $2,994-77.8% | $2,241-70.4% |
| Participant deferral / active EE | $1,367 | $3,814-64.2% | $4,953-72.4% | $3,767-63.7% |
| Admin fee / account holder | $74 | $3,792-98.0% | $11,989-99.4% | $2,969-97.5% |