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 3-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 TRUST COMPANY Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $106,736 |
AEGIS RETIREMENT PARTNERS1+ years Service code 13 · EIN 81-5017344 86 BAKER AVENUE EXTENSION · CONCORD, MA 01742 | Contract Administrator | $35,114 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Service code 33 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Other fees; Securities brokerage | $35,114 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,184 | $45,000-21.8% | $143,757-75.5% | $77,904-54.8% |
| Participation rate | 89.4% | 66.8%+22.6pp | 80.3%+9.1pp | 73.7%+15.7pp |
| Annual return | -14.72% | 29.03%-43.8pp | -0.04%-14.7pp | 12.21%-26.9pp |
| Employer contribution / active EE | $1,439 | $1,870-23.0% | $4,951-70.9% | $2,848-49.5% |
| Participant deferral / active EE | $3,238 | $3,157+2.6% | $5,637-42.6% | $4,806-32.6% |
| Admin fee / account holder | $99 | $98+0.9% | $14,673-99.3% | $133-25.0% |