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 Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 | Recordkeeping | $43,349 |
SUMMIT FINANCIAL CORPORATION6+ years Service code 13 · EIN 04-3222046 | Contract Administrator | $38,749 |
COMMONWEALTH FINANCIAL NETWORK6+ years Service code 33 · EIN 04-2675571 | Other fees; Securities brokerage | $22,829 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,203 | $79,519-29.3% | $95,952-41.4% | $73,409-23.4% |
| Participation rate | 85.5% | 81.2%+4.3pp | 77.1%+8.4pp | 72.2%+13.3pp |
| Annual return | 12.48% | 19.20%-6.7pp | 91.61%-79.1pp | 59.29%-46.8pp |
| Employer contribution / active EE | $987 | $2,048-51.8% | $2,541-61.1% | $2,234-55.8% |
| Participant deferral / active EE | $2,776 | $4,138-32.9% | $4,167-33.4% | $3,805-27.1% |
| Admin fee / account holder | $238 | $184+29.1% | $6,795-96.5% | $158+50.7% |