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 9-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 |
|---|---|---|
NATIONWIDE2 years Service code 50 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Direct Payment | $18,557 |
CETERA ADVISOR NETWORKS LLC5+ years Filed as: CETERA INVESTMENT SERVICES LLC Service code 49 · EIN 36-3120284 | Other Services | $12,921 |
SUPERIORUSA CORPORATION2 years Filed as: SUPERIORUSA Service code 14 · EIN 41-1913603 | Plan Administrator | $810 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,389 | $77,660-2.9% | $109,143-30.9% | $79,386-5.0% |
| Participation rate | 83.0% | 67.8%+15.2pp | 75.9%+7.2pp | 70.7%+12.3pp |
| Annual return | 10.69% | 23.44%-12.7pp | 25.75%-15.1pp | 116.85%-106.2pp |
| Employer contribution / active EE | $1,805 | $2,797-35.5% | $3,722-51.5% | $2,427-25.7% |
| Participant deferral / active EE | $4,457 | $3,518+26.7% | $4,653-4.2% | $4,046+10.2% |
| Admin fee / account holder | $263 | $732-64.1% | $6,752-96.1% | $626-58.1% |