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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $25,206 |
Service code 14 · EIN 95-2889854 3000 LAVA RIDGE CT. · ROSEVILLE, CA 95661 | Plan Administrator | $8,823 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 26 · EIN 43-1451524 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Participants) | $0 |
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 | $8,765 | $46,292-81.1% | $143,757-93.9% | $64,808-86.5% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -17.13% | -10.05%-7.1pp | -0.04%-17.1pp | 32.82%-49.9pp |
| Employer contribution / active EE | $1,076 | $1,910-43.7% | $4,951-78.3% | $2,506-57.1% |
| Participant deferral / active EE | $858 | $2,646-67.6% | $5,637-84.8% | $4,310-80.1% |
| Admin fee / account holder | $18 | $154-88.2% | $14,673-99.9% | $188-90.4% |