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 |
|---|---|---|
NATIONWIDE2+ years Service code 64 · EIN 31-4156830 | Recordkeeping Fees | $27,811 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $25,163 |
ASCENSUS LLC1 year Filed as: ACCESS RETIREMENT SERVICES Service code 15 · EIN 62-1700633 | Recordkeeping | $8,470 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,419 | $104,475-67.1% | $159,436-78.4% | $79,386-56.6% |
| Participation rate | 81.7% | 76.6%+5.0pp | 82.8%-1.2pp | 70.7%+11.0pp |
| Annual return | 22.70% | 67.95%-45.2pp | 263.57%-240.9pp | 116.85%-94.1pp |
| Employer contribution / active EE | $1,930 | $3,417-43.5% | $4,829-60.0% | $2,427-20.5% |
| Participant deferral / active EE | $6,658 | $6,467+3.0% | $7,352-9.4% | $4,046+64.6% |
| Admin fee / account holder | $200 | $711-71.8% | $10,799-98.1% | $626-68.0% |