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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $14,410 |
INTAC ACTUARIAL SERVICES3 years Filed as: INTAC Service code 17 · EIN 11-3401702 | Pension Consulting | $5,400 |
Participant contribution per participant 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 | $5,517 | $44,764-87.7% | $68,791-92.0% | $64,808-91.5% |
| Participation rate | 70.8% | 64.8%+6.1pp | 69.0%+1.8pp | 71.5%-0.6pp |
| Annual return | -17.19% | -10.91%-6.3pp | -6.38%-10.8pp | 32.82%-50.0pp |
| Employer contribution / active EE | $1,142 | $1,775-35.7% | $2,655-57.0% | $2,506-54.4% |
| Participant deferral / active EE | $192 | $3,238-94.1% | $3,941-95.1% | $4,310-95.6% |
| Admin fee / account holder | $10 | $151-93.4% | $4,932-99.8% | $188-94.7% |