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.3+ years Filed as: RETIREMENT PLANS INC. Service code 15 · EIN 90-0734163 124 DORCHESTER SQUARE · WESTERVILLE, OH 43081 | Recordkeeping | $42,220 |
NATIONWIDE3+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $30,320 |
STADION MONEY MANAGEMENT3+ years Filed as: STADION MONEY MANAGEMENT, LLC Service code 26 1061 CLIFF DAWSON ROAD · WATKINSVILLE, GA 30677 | Advisory (Participants) | $6,552 |
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 | $17,046 | $69,362-75.4% | $101,248-83.2% | $73,488-76.8% |
| Participation rate | 93.1% | 68.4%+24.7pp | 75.8%+17.3pp | 70.7%+22.4pp |
| Annual return | 14.88% | 18.46%-3.6pp | 46.47%-31.6pp | 28.51%-13.6pp |
| Employer contribution / active EE | $2,443 | $2,628-7.0% | $3,660-33.2% | $2,270+7.6% |
| Participant deferral / active EE | $3,114 | $3,300-5.6% | $4,370-28.7% | $3,740-16.7% |
| Admin fee / account holder | $175 | $704-75.1% | $5,945-97.1% | $513-65.8% |