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 7-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 |
|---|---|---|
RETIREMENT PLANS, INC.2+ years Filed as: RETIREMENT PLANS INC. Service code 15 · EIN 90-0734163 124 DORCHESTER SQUARE · WESTERVILLE, OH 43081 | Recordkeeping | $25,835 |
NATIONWIDE2+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $20,218 |
STADION MONEY MANAGEMENT2+ years Filed as: STADION MONEY MANAGEMENT, LLC Service code 26 1061 CLIFF DAWSON ROAD · WATKINSVILLE, GA 30677 | Advisory (Participants) | $11,552 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,460 | $63,114-77.1% | $92,893-84.4% | $65,185-77.8% |
| Participation rate | 90.9% | 68.8%+22.1pp | 76.0%+14.9pp | 70.2%+20.7pp |
| Annual return | 19.80% | 28.75%-9.0pp | 109.41%-89.6pp | 29.38%-9.6pp |
| Employer contribution / active EE | $2,233 | $2,571-13.1% | $3,653-38.9% | $2,177+2.6% |
| Participant deferral / active EE | $2,526 | $3,108-18.7% | $4,236-40.4% | $3,514-28.1% |
| Admin fee / account holder | $147 | $624-76.5% | $5,794-97.5% | $847-82.7% |