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 |
|---|---|---|
Filed as: M HOLDING SECURITIES INC Service code 28 · EIN 91-1802259 1125 NW COUCH ST #900 · PORTLAND, OR 97209 | Investment Management | $17,065 |
NATIONWIDE10+ years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $14,050 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $378 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,010 | $59,417+1.0% | $93,606-35.9% | $74,495-19.4% |
| Participation rate | 81.8% | 59.7%+22.2pp | 68.7%+13.1pp | 67.2%+14.6pp |
| Annual return | 13.40% | 81.83%-68.4pp | 133.20%-119.8pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,135 | $1,264-10.2% | $2,420-53.1% | $2,623-56.7% |
| Participant deferral / active EE | $4,230 | $3,050+38.7% | $4,411-4.1% | $4,346-2.7% |
| Admin fee / account holder | $288 | $3,021-90.5% | $8,285-96.5% | $1,942-85.1% |