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 |
|---|---|---|
NATIONWIDE8+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 | Recordkeeping | $39,297 |
RPW SOLUTIONS LLC1 year Filed as: RPW SOLUTIONS, LLC. Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $25,599 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC. Service code 33 4340 REDWOOD HWY #B-60 · SAN RAPHAEL, CA 94903 | Securities brokerage; Other fees | $20,908 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,635 | $72,254-35.5% | $86,677-46.2% | $64,808-28.0% |
| Participation rate | 53.3% | 80.4%-27.1pp | 76.6%-23.2pp | 71.5%-18.1pp |
| Annual return | -15.56% | 392.42%-408.0pp | 35.91%-51.5pp | 32.82%-48.4pp |
| Employer contribution / active EE | $785 | $2,393-67.2% | $2,836-72.3% | $2,506-68.7% |
| Participant deferral / active EE | $2,093 | $4,658-55.1% | $4,656-55.1% | $4,310-51.5% |
| Admin fee / account holder | $202 | $174+16.4% | $7,493-97.3% | $188+7.8% |