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 |
|---|---|---|
NATIONWIDE7+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $71,245 |
Service code 26 · EIN 13-3573976 1110 SOUTH AVE STE 301 · STATEN ISLAND, NY 10314 | Advisory (Participants) | $58,845 |
INTAC ACTUARIAL SERVICES7+ years Service code 14 50 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Plan Administrator | $19,285 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,537 | $50,956+26.7% | $96,562-33.2% | $86,799-25.6% |
| Participation rate | 61.3% | 65.2%-3.9pp | 69.8%-8.5pp | 72.3%-11.0pp |
| Annual return | 13.21% | 21.27%-8.1pp | 37.78%-24.6pp | 97.91%-84.7pp |
| Employer contribution / active EE | $419 | $1,111-62.3% | $2,356-82.2% | $2,405-82.6% |
| Participant deferral / active EE | $4,373 | $2,954+48.0% | $3,849+13.6% | $4,131+5.9% |
| Admin fee / account holder | $0 | $166-100.0% | $6,181-100.0% | $170-100.0% |