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 Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,354 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 26 · EIN 43-1451524 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Participants) | $14,169 |
Service code 14 · EIN 95-2889854 | Plan Administrator | $2,455 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,075 | $58,879-77.8% | $178,490-92.7% | $73,488-82.2% |
| Participation rate | 90.5% | 66.2%+24.2pp | 81.9%+8.5pp | 70.7%+19.8pp |
| Annual return | 14.02% | 24.86%-10.8pp | 151.07%-137.1pp | 28.51%-14.5pp |
| Employer contribution / active EE | $1,008 | $2,236-54.9% | $5,011-79.9% | $2,270-55.6% |
| Participant deferral / active EE | $751 | $2,567-70.8% | $5,202-85.6% | $3,740-79.9% |
| Admin fee / account holder | $58 | $400-85.4% | $13,984-99.6% | $513-88.6% |