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 6-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 |
|---|---|---|
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLOMBUS, OH 43215 | Recordkeeping | $15,434 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $14,504 |
THE RETIREMENT ADVANTAGE INC3 years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 13 · EIN 39-1458576 47 PARK PLACE SUITE 850 · APPLETON, WI 54914 | Contract Administrator | $8,581 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 35 EAST WACKER DR 24TH FLOOR · CHICAGO, IL 60601 | Advisory (Plan) | $1,451 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,240 | $61,272-62.1% | $149,673-84.5% | $71,457-67.5% |
| Participation rate | 90.7% | 62.5%+28.2pp | 78.8%+11.9pp | 67.9%+22.8pp |
| Annual return | 33.72% | 35.85%-2.1pp | 134.42%-100.7pp | 28.85%+4.9pp |
| Employer contribution / active EE | $4,044 | $2,378+70.0% | $4,818-16.1% | $2,588+56.3% |
| Participant deferral / active EE | $4,830 | $2,917+65.6% | $5,680-15.0% | $4,289+12.6% |
| Admin fee / account holder | $192 | $1,261-84.8% | $13,210-98.5% | $1,587-87.9% |