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 |
|---|---|---|
NATIONWIDE1 year Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $50,056 |
Filed as: INDEPENDENT FINANCIAL GROUP, INC. Service code 26 3827 CAMINO REAL · SARASOTA, FL 34239 | Advisory (Participants) | $24,911 |
Service code 49 · EIN 20-3886993 | Other Services | $2,215 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,926 | $93,571-33.8% | $135,903-54.4% | $75,163-17.6% |
| Participation rate | 77.5% | 75.2%+2.3pp | 81.9%-4.4pp | 67.2%+10.3pp |
| Annual return | 18.90% | 30.90%-12.0pp | 68.23%-49.3pp | 160.62%-141.7pp |
| Employer contribution / active EE | $4,774 | $3,537+35.0% | $4,856-1.7% | $2,670+78.8% |
| Participant deferral / active EE | $9,053 | $6,404+41.4% | $7,758+16.7% | $4,125+119.5% |
| Admin fee / account holder | $22 | $6,975-99.7% | $10,762-99.8% | $5,651-99.6% |