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 Service code 26 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $38,829 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 26-3415651 1 NEW YORK PLAZA, 12TH FL ANNUITY · NEW YORK, NY 10004 | Investment Management | $32,153 |
Filed as: MEEDER INVESTMENT MANAGEMENT Service code 26 6125 MEMORIAL DR · DUBLIN, OH 43017 | Advisory (Participants) | $7,532 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $1,844 |
Filed as: MORGAN STANLEY SMITH BARNEY LL Service code 28 1 NEW YORK PLAZA, 12TH FL ANNUITY · NEW YORK, NY 10004 | Investment Management | $1,257 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,133 | $54,517+4.8% | $75,972-24.8% | $74,495-23.3% |
| Participation rate | 94.6% | 60.3%+34.3pp | 69.1%+25.6pp | 67.2%+27.4pp |
| Annual return | 9.40% | 31.82%-22.4pp | 359.55%-350.1pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $2,765 | $1,777+55.6% | $2,685+3.0% | $2,623+5.4% |
| Participant deferral / active EE | $4,902 | $3,066+59.9% | $4,255+15.2% | $4,346+12.8% |
| Admin fee / account holder | $137 | $2,229-93.8% | $6,467-97.9% | $1,942-92.9% |