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 |
|---|---|---|
NATIONWIDE5 years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $32,473 |
BENEFIT RESOURCES, INC.4 years Service code 13 P.O. BOX 382488 · GERMANTOWN, TN 38183 | Contract Administrator | $5,858 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,278 | $130,194+3.9% | $169,993-20.4% | $71,457+89.3% |
| Participation rate | 98.0% | 86.1%+11.9pp | 87.0%+11.0pp | 67.9%+30.1pp |
| Annual return | 4.22% | 20.37%-16.1pp | 53.37%-49.2pp | 28.85%-24.6pp |
| Employer contribution / active EE | $8,394 | $4,381+91.6% | $6,785+23.7% | $2,588+224.4% |
| Participant deferral / active EE | $5,469 | $6,923-21.0% | $10,408-47.4% | $4,289+27.5% |
| Admin fee / account holder | $177 | $966-81.6% | $12,815-98.6% | $1,587-88.8% |