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.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 28 · EIN 31-4177100 | Investment Management | $2,401 |
SUNTRUST BANKS, INC.1+ years Filed as: TRUIST ADVISORY SERVICES, INC. Service code 28 · EIN 37-1808847 | Investment Management | $1,776 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,635 | $92,055-93.9% | $106,213-94.7% | $77,643-92.7% |
| Participation rate | 87.1% | 81.0%+6.0pp | 75.3%+11.8pp | 70.6%+16.5pp |
| Annual return | 0.00% | 17.91%-17.9pp | 116.14%-116.1pp | 31.24%-31.2pp |
| Employer contribution / active EE | $1,757 | $3,367-47.8% | $3,171-44.6% | $2,726-35.6% |
| Participant deferral / active EE | $3,180 | $5,386-41.0% | $5,016-36.6% | $4,647-31.6% |
| Admin fee / account holder | $39 | $219-82.0% | $11,033-99.6% | $430-90.8% |