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 |
|---|---|---|
NATIONWIDE1 year Service code 51 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Mgmt Fees | $55,786 |
Service code 52 ED CASEY-TREASURY DEPT · WEEHAUKEN, NJ 07087 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,022 | $89,739-27.5% | $149,718-56.6% | $62,292+4.4% |
| Participation rate | 66.7% | 85.1%-18.4pp | 87.1%-20.4pp | 69.5%-2.8pp |
| Annual return | 23.63% | 21.01%+2.6pp | 1501.63%-1478.0pp | 28.90%-5.3pp |
| Employer contribution / active EE | $1,155 | $3,233-64.3% | $5,445-78.8% | $2,042-43.5% |
| Participant deferral / active EE | $6,155 | $4,797+28.3% | $6,569-6.3% | $3,169+94.2% |
| Admin fee / account holder | $41 | $551-92.5% | $11,283-99.6% | $479-91.4% |