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 10-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 |
|---|---|---|
NATIONWIDE6+ years Filed as: NATIONWIDE FINANCIAL SERVICES Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $79,636 |
HORAN SECURITIES INC6+ years Filed as: HORAN SECURITIES, INC. Service code 27 | Advisory (Plan) | $17,494 |
TRI-AD ACTUARIES, INC.4 years Filed as: TRI-STATE PLAN ADMINISTRATION, INC. Service code 10 30 GARFIELD PLACE · CINCINNATI, OH 45202 | Accounting | $2,150 |
HORAN SECURITIES INC6+ years Filed as: HORAN SECURITIES Service code 27 4990 E GALBRAITH ROAD · CINCINNATI, OH 45236 | Advisory (Plan) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,396 | $53,777+8.6% | $134,143-56.5% | $79,858-26.9% |
| Participation rate | 72.0% | 58.8%+13.2pp | 72.2%-0.2pp | 69.6%+2.4pp |
| Annual return | 12.12% | 19.01%-6.9pp | 36.33%-24.2pp | 31.71%-19.6pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,473 | $2,420+84.8% | $3,499+27.8% | $3,740+19.6% |
| Admin fee / account holder | $21 | $3,984-99.5% | $6,684-99.7% | $5,306-99.6% |