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.4+ years Filed as: RETIREMENT PLANS INC. Service code 15 · EIN 90-0734163 124 DORCHESTER SQUARE · WESTERVILLE, OH 43081 | Recordkeeping | $42,134 |
NATIONWIDE4+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $26,562 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $296 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,855 | $78,275-60.6% | $109,143-71.7% | $86,799-64.5% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 13.75% | 19.14%-5.4pp | 25.75%-12.0pp | 97.91%-84.2pp |
| Employer contribution / active EE | $2,480 | $3,105-20.1% | $3,722-33.4% | $2,405+3.1% |
| Participant deferral / active EE | $2,902 | $3,641-20.3% | $4,653-37.6% | $4,131-29.8% |
| Admin fee / account holder | $246 | $198+24.1% | $6,752-96.4% | $170+45.3% |