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 |
|---|---|---|
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $58,470 |
Filed as: RED BANK PENSION SERVICES INC. Service code 15 · EIN 22-2755716 | Recordkeeping | $8,824 |
Filed as: MEEDER INVESTMENT MANAGEMENT Service code 49 · EIN 31-1332744 | Other Services | $5,753 |
Filed as: MORGAN STANLEY INS SVCS INC Service code 49 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Other Services | $0 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,426 | $60,776+98.1% | $85,682+40.5% | $79,386+51.7% |
| Participation rate | 49.7% | 62.1%-12.4pp | 69.9%-20.2pp | 70.7%-21.0pp |
| Annual return | 10.54% | 16.57%-6.0pp | 21.49%-10.9pp | 116.85%-106.3pp |
| Employer contribution / active EE | $1,268 | $1,663-23.8% | $2,618-51.6% | $2,427-47.8% |
| Participant deferral / active EE | $2,575 | $2,919-11.8% | $3,923-34.4% | $4,046-36.4% |
| Admin fee / account holder | $0 | $438-100.0% | $6,873-100.0% | $626-100.0% |