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 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $30,877 |
THE INVESTMENT CENTER INC7+ years Filed as: THE INVESTMENT CENTER Service code 27 1420 ROUTE 206 NORTH · BEDMINSTER, NJ 07921 | Advisory (Plan) | $14,992 |
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 | $71,662 | $60,776+17.9% | $85,682-16.4% | $79,386-9.7% |
| Participation rate | 33.6% | 62.1%-28.4pp | 69.9%-36.2pp | 70.7%-37.1pp |
| Annual return | 13.55% | 16.57%-3.0pp | 21.49%-7.9pp | 116.85%-103.3pp |
| Employer contribution / active EE | $1,018 | $1,663-38.8% | $2,618-61.1% | $2,427-58.1% |
| Participant deferral / active EE | $1,809 | $2,919-38.0% | $3,923-53.9% | $4,046-55.3% |
| Admin fee / account holder | $6 | $438-98.6% | $6,873-99.9% | $626-99.0% |