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 |
|---|---|---|
NATIONWIDE3 years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $47,467 |
CETERA ADVISOR NETWORKS LLC3 years Service code 28 · EIN 95-3845382 200 N SEPULVEDA BLVD · EL SEGUNDO, CA 902455670 | Investment Management | $27,697 |
Service code 28 · EIN 61-1758632 24 E. COTA ST STE 200 · SANTA BARBARA, CA 93101 | Investment Management | $13,049 |
ASSUREDPARTNERS CAPITAL INC3 years Filed as: ASSUREDPARTNERS NORTHEAST, LLC Service code 22 · EIN 13-3866919 123 MAIN STREET · WHITE PLAINS, NY 106013114 | Insurance Broker | $10,037 |
Annual investment return 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 | $231,276 | $136,307+69.7% | $177,821+30.1% | $73,488+214.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 8.44% | 18.68%-10.2pp | 48.32%-39.9pp | 28.51%-20.1pp |
| Employer contribution / active EE | $13,317 | $3,712+258.8% | $5,918+125.0% | $2,270+486.6% |
| Participant deferral / active EE | $15,237 | $5,829+161.4% | $7,714+97.5% | $3,740+307.5% |
| Admin fee / account holder | $0 | $596-100.0% | $12,427-100.0% | $513-100.0% |