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 |
|---|---|---|
NATIONWIDE7+ years Filed as: NATIONWIDE LIFE INSURANCE CO Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $15,337 |
MAP RETIREMENT, INC.3 years Filed as: MAP RETIREMENT, INC Service code 99 · EIN 39-1884254 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Other Fees | $8,224 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,819 | $86,286+19.2% | $111,297-7.6% | $85,850+19.8% |
| Participation rate | 92.3% | 73.3%+19.0pp | 77.3%+15.0pp | 69.3%+23.0pp |
| Annual return | 9.34% | 19.99%-10.6pp | 54.65%-45.3pp | 318.53%-309.2pp |
| Employer contribution / active EE | $2,520 | $2,043+23.3% | $2,731-7.7% | $2,565-1.8% |
| Participant deferral / active EE | $6,567 | $3,641+80.4% | $4,487+46.4% | $3,952+66.2% |
| Admin fee / account holder | $15 | $8,188-99.8% | $7,964-99.8% | $6,260-99.8% |