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 Service code 15 · EIN 31-5192130 | Recordkeeping | $118,333 |
Filed as: MORGAN STANLEY Service code 27 1 NEW YORK · NEW YORK, NY 10004 | Advisory (Plan) | $0 |
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 | $90,513 | $75,183+20.4% | $123,892-26.9% | $55,167+64.1% |
| Participation rate | 85.7% | 72.8%+12.9pp | 81.4%+4.3pp | 69.0%+16.7pp |
| Annual return | 11.45% | 19.01%-7.6pp | 47.52%-36.1pp | 169.23%-157.8pp |
| Employer contribution / active EE | $2,774 | $2,823-1.8% | $4,617-39.9% | $1,963+41.3% |
| Participant deferral / active EE | $7,569 | $5,084+48.9% | $5,984+26.5% | $3,054+147.8% |
| Admin fee / account holder | $6 | $663-99.0% | $8,357-99.9% | $504-98.7% |