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 |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,120 |
Filed as: TRANSAMERICA FINANCIAL ADVISOR Service code 26 6400 C ST SW · CEDAR RAPIDS, IA 52499 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,227 | $61,272-76.8% | $149,673-90.5% | $71,457-80.1% |
| Participation rate | 93.1% | 62.5%+30.6pp | 78.8%+14.4pp | 67.9%+25.2pp |
| Annual return | 8.83% | 35.85%-27.0pp | 134.42%-125.6pp | 28.85%-20.0pp |
| Employer contribution / active EE | $632 | $2,378-73.4% | $4,818-86.9% | $2,588-75.6% |
| Participant deferral / active EE | $1,873 | $2,917-35.8% | $5,680-67.0% | $4,289-56.3% |
| Admin fee / account holder | $0 | $1,261-100.0% | $13,210-100.0% | $1,587-100.0% |