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 Filed as: NATIONWIDE LIFE INSURANCE CO Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,631 |
MAP RETIREMENT, INC.2 years Filed as: MAP RETIREMENT, INC Service code 99 · EIN 39-1884254 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Other Fees | $8,140 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,460 | $78,422+9.0% | $95,952-10.9% | $79,858+7.0% |
| Participation rate | 88.7% | 73.5%+15.2pp | 77.1%+11.7pp | 69.6%+19.1pp |
| Annual return | 11.49% | 19.37%-7.9pp | 91.61%-80.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $2,040 | $1,945+4.9% | $2,541-19.7% | $2,471-17.4% |
| Participant deferral / active EE | $4,813 | $3,440+39.9% | $4,167+15.5% | $3,740+28.7% |
| Admin fee / account holder | $234 | $5,622-95.8% | $6,795-96.6% | $5,306-95.6% |