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+ years Filed as: NATIONWIDE LIFE INSURANCE CO Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $32,111 |
Service code 14 850 CASSATT ROAD · BERWYN, PA 19312 | Plan Administrator | $1,675 |
NFP RETIREMENT INC1+ years Filed as: NFP INSURANCE SERVICES Service code 55 1250 CAPITAL OF TEXAS HIGHWAY S · AUSTIN, TX 78746 | Other Commissions | $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 | $67,631 | $54,320+24.5% | $67,6520% | $52,331+29.2% |
| Participation rate | 98.7% | 73.6%+25.1pp | 75.7%+23.1pp | 68.1%+30.6pp |
| Annual return | 0.63% | 6.81%-6.2pp | 6625.04%-6624.4pp | 4.54%-3.9pp |
| Employer contribution / active EE | $1,235 | $1,544-20.0% | $2,266-45.5% | $1,882-34.4% |
| Participant deferral / active EE | $2,944 | $2,950-0.2% | $3,560-17.3% | $3,022-2.6% |
| Admin fee / account holder | $3 | $527-99.5% | $4,821-99.9% | $592-99.6% |