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 Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 | Recordkeeping | $52,953 |
SUMMIT FINANCIAL CORPORATION5+ years Service code 13 · EIN 04-3222046 | Contract Administrator | $44,175 |
COMMONWEALTH FINANCIAL NETWORK5+ years Service code 33 · EIN 04-2675571 | Other fees; Securities brokerage | $23,950 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,751 | $73,404-29.5% | $87,100-40.6% | $67,579-23.4% |
| Participation rate | 86.3% | 80.9%+5.5pp | 76.9%+9.5pp | 71.3%+15.1pp |
| Annual return | 18.80% | 48.29%-29.5pp | 28.19%-9.4pp | 378.56%-359.8pp |
| Employer contribution / active EE | $1,026 | $2,014-49.0% | $2,521-59.3% | $2,148-52.2% |
| Participant deferral / active EE | $2,793 | $3,913-28.6% | $4,049-31.0% | $3,539-21.1% |
| Admin fee / account holder | $253 | $142+78.9% | $7,497-96.6% | $142+78.1% |