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 8-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 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $28,412 |
BENEFIT RESOURCES, INC.1 year Service code 13 P. O. BOX 382488 · GERMANTOWN, TN 38183 | Contract Administrator | $5,135 |
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 | $157,571 | $136,307+15.6% | $177,821-11.4% | $73,488+114.4% |
| Participation rate | 97.4% | 86.1%+11.3pp | 87.7%+9.7pp | 70.7%+26.7pp |
| Annual return | 5.21% | 18.68%-13.5pp | 48.32%-43.1pp | 28.51%-23.3pp |
| Employer contribution / active EE | $8,182 | $3,712+120.4% | $5,918+38.3% | $2,270+260.4% |
| Participant deferral / active EE | $5,159 | $5,829-11.5% | $7,714-33.1% | $3,740+38.0% |
| Admin fee / account holder | $169 | $596-71.7% | $12,427-98.6% | $513-67.1% |