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 |
|---|---|---|
NATIONWIDE9+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $82,745 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 26 · EIN 26-4310632 ATTN MIDDLE OFFICE BALTIMORE TEAM · BALTIMORE, MD 21231 | Advisory (Participants) | $51,289 |
INTAC ACTUARIAL SERVICES9+ years Service code 14 · EIN 11-3401702 50 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Plan Administrator | $20,194 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,041 | $53,165-0.2% | $86,188-38.5% | $74,419-28.7% |
| Participation rate | 70.0% | 64.9%+5.2pp | 69.0%+1.1pp | 70.7%-0.7pp |
| Annual return | 19.52% | 22.64%-3.1pp | 1168.45%-1148.9pp | 34.38%-14.9pp |
| Employer contribution / active EE | $1,491 | $1,210+23.3% | $2,380-37.3% | $2,637-43.5% |
| Participant deferral / active EE | $5,221 | $3,234+61.4% | $3,985+31.0% | $4,528+15.3% |
| Admin fee / account holder | $30 | $551-94.6% | $6,852-99.6% | $348-91.4% |