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 |
|---|---|---|
NATIONWIDE1 year Service code 28 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $84,280 |
Filed as: MML INVESTORS SERVICES, LLC Service code 28 · EIN 04-2746212 PO BOX 9500 · SPRINGFIELD, MA 01102 | Investment Management | $48,880 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $3,744 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,145 | $87,013-48.1% | $106,213-57.5% | $80,856-44.2% |
| Participation rate | 93.6% | 70.4%+23.2pp | 75.3%+18.3pp | 67.6%+26.0pp |
| Annual return | 12.88% | 17.05%-4.2pp | 116.14%-103.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,645 | $2,395+10.4% | $3,171-16.6% | $2,755-4.0% |
| Participant deferral / active EE | $4,304 | $3,986+8.0% | $5,016-14.2% | $4,296+0.2% |
| Admin fee / account holder | $81 | $8,431-99.0% | $11,033-99.3% | $6,918-98.8% |