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 |
|---|---|---|
NATIONWIDE5+ years Service code 37 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43125 | Loan Processing | $52,916 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 26 60 S SIXTH ST · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $11,637 |
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 | $30,114 | $65,322-53.9% | $70,449-57.3% | $73,488-59.0% |
| Participation rate | 83.9% | 77.0%+7.0pp | 75.1%+8.8pp | 70.7%+13.2pp |
| Annual return | 14.77% | 15.71%-0.9pp | 109.03%-94.3pp | 28.51%-13.7pp |
| Employer contribution / active EE | $2,447 | $2,460-0.5% | $2,737-10.6% | $2,270+7.8% |
| Participant deferral / active EE | $2,749 | $3,375-18.5% | $3,709-25.9% | $3,740-26.5% |
| Admin fee / account holder | $4 | $214-98.1% | $3,845-99.9% | $513-99.2% |