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 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $26,251 |
CETERA ADVISOR NETWORKS LLC4 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 26 · EIN 36-3120284 | Advisory (Participants) | $22,738 |
LATITUDE SERVICE COMPANY INC4 years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 49 · EIN 82-1371994 | Other Services | $13,662 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,607 | $73,004+31.0% | $90,749+5.4% | $68,494+39.6% |
| Participation rate | 85.9% | 70.8%+15.0pp | 75.7%+10.2pp | 67.9%+18.0pp |
| Annual return | -14.16% | -13.81%-0.3pp | -12.16%-2.0pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,274 | $2,193-41.9% | $2,921-56.4% | $2,596-50.9% |
| Participant deferral / active EE | $3,734 | $3,627+3.0% | $4,564-18.2% | $4,027-7.3% |
| Admin fee / account holder | $773 | $5,896-86.9% | $8,445-90.8% | $5,403-85.7% |