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 |
|---|---|---|
NATIONWIDE4 years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $32,265 |
BENEFIT RESOURCES, INC.3 years Service code 13 P.O. BOX 382488 · GERMANTOWN, TN 38183 | Contract Administrator | $5,831 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,579 | $102,553+28.3% | $151,611-13.2% | $66,914+96.6% |
| Participation rate | 97.4% | 85.5%+11.9pp | 87.5%+9.9pp | 69.8%+27.6pp |
| Annual return | -3.89% | -10.82%+6.9pp | 3.33%-7.2pp | 1.58%-5.5pp |
| Employer contribution / active EE | $8,619 | $4,180+106.2% | $6,166+39.8% | $2,544+238.8% |
| Participant deferral / active EE | $5,091 | $6,641-23.3% | $8,363-39.1% | $4,237+20.2% |
| Admin fee / account holder | $175 | $630-72.3% | $11,616-98.5% | $593-70.5% |