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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $66,842 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 26 · EIN 26-4310632 ATTN MIDDLE OFFICE BALTIMORE TEAM · BALTIMORE, MD 21231 | Advisory (Participants) | $23,813 |
INTAC ACTUARIAL SERVICES8+ years Service code 14 · EIN 11-3401702 50 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Plan Administrator | $5,926 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,270 | $42,353+18.7% | $79,550-36.8% | $64,808-22.4% |
| Participation rate | 63.4% | 64.8%-1.4pp | 69.5%-6.1pp | 71.5%-8.1pp |
| Annual return | -19.75% | -12.24%-7.5pp | 0.16%-19.9pp | 32.82%-52.6pp |
| Employer contribution / active EE | $463 | $1,181-60.8% | $2,413-80.8% | $2,506-81.5% |
| Participant deferral / active EE | $5,185 | $3,170+63.5% | $3,985+30.1% | $4,310+20.3% |
| Admin fee / account holder | $136 | $160-14.8% | $6,832-98.0% | $188-27.6% |