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 |
|---|---|---|
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $45,764 |
NISIVOCCIA AND CO LLP1 year Filed as: NISIVOCCIA Service code 11 200 VALLEY ROAD STE 300 · MT ARLINGTON, NJ 07856 | Actuarial | $10,750 |
Filed as: MEEDER INVESTMENT MANAGEMENT Service code 49 · EIN 31-1332744 | Other Services | $6,020 |
Filed as: RED BANK PENSION SERVICES INC. Service code 15 · EIN 22-2755716 | Recordkeeping | $803 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INS SVCS INC Service code 49 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,241 | $63,442-0.3% | $68,791-8.1% | $66,914-5.5% |
| Participation rate | 84.7% | 60.0%+24.8pp | 69.0%+15.7pp | 69.8%+14.9pp |
| Annual return | -8.90% | -8.29%-0.6pp | -6.38%-2.5pp | 1.58%-10.5pp |
| Employer contribution / active EE | $1,975 | $1,775+11.3% | $2,655-25.6% | $2,544-22.4% |
| Participant deferral / active EE | $3,605 | $2,945+22.4% | $3,941-8.5% | $4,237-14.9% |
| Admin fee / account holder | $0 | $577-100.0% | $4,932-100.0% | $593-100.0% |