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 64 · EIN 31-1592130 | Recordkeeping Fees | $21,697 |
Filed as: ONEDIGITAL INVESTMENT ADVISOR Service code 27 · EIN 43-1451524 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $19,003 |
INTAC ACTUARIAL SERVICES1 year Filed as: INTAC ACTUARIAL SERVICES INC. Service code 99 · EIN 22-2446239 PO BOX 55970 · BOSTON, MA 02205 | Other Fees | $3,102 |
INTAC ACTUARIAL SERVICES1 year Filed as: INTAC ACTUARIAL SERIVES INC. Service code 99 | Other Fees | $2,712 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,548 | $50,982-77.3% | $154,803-92.5% | $85,563-86.5% |
| Participation rate | 80.6% | 59.8%+20.8pp | 78.1%+2.6pp | 66.0%+14.7pp |
| Annual return | 9.40% | 30.35%-21.0pp | 58.88%-49.5pp | 31.51%-22.1pp |
| Employer contribution / active EE | $1,071 | $1,708-37.3% | $4,305-75.1% | $2,654-59.6% |
| Participant deferral / active EE | $2,211 | $2,474-10.6% | $5,540-60.1% | $4,375-49.5% |
| Admin fee / account holder | $95 | $846-88.8% | $14,329-99.3% | $834-88.6% |