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 |
|---|---|---|
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 47-1303679 216 MAPLE AVENUE · RED BANK, NJ 07701 | Advisory (Plan) | $17,434 |
NATIONWIDE8+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,310 |
INTAC ACTUARIAL SERVICES8+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 15 · EIN 11-3401702 50 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Recordkeeping | $5,994 |
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 | $26,859 | $61,272-56.2% | $149,673-82.1% | $71,457-62.4% |
| Participation rate | 97.0% | 62.5%+34.5pp | 78.8%+18.2pp | 67.9%+29.1pp |
| Annual return | 7.86% | 35.85%-28.0pp | 134.42%-126.6pp | 28.85%-21.0pp |
| Employer contribution / active EE | $4,484 | $2,378+88.5% | $4,818-6.9% | $2,588+73.3% |
| Participant deferral / active EE | $0 | $2,917-100.0% | $5,680-100.0% | $4,289-100.0% |
| Admin fee / account holder | $112 | $1,261-91.2% | $13,210-99.2% | $1,587-93.0% |