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 |
|---|---|---|
NATIONWIDE3 years Service code 50 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Direct Payment | $17,315 |
CETERA ADVISOR NETWORKS LLC6+ years Filed as: CETERA INVESTMENT SERVICES LLC Service code 49 · EIN 36-3120284 | Other Services | $11,568 |
SUPERIORUSA CORPORATION3 years Filed as: SUPERIORUSA Service code 14 · EIN 41-1913603 | Plan Administrator | $1,470 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,323 | $64,119-5.9% | $112,228-46.2% | $66,914-9.9% |
| Participation rate | 83.6% | 68.5%+15.1pp | 75.1%+8.5pp | 69.8%+13.8pp |
| Annual return | -15.63% | -13.81%-1.8pp | 27.45%-43.1pp | 1.58%-17.2pp |
| Employer contribution / active EE | $1,852 | $3,005-38.4% | $3,635-49.0% | $2,544-27.2% |
| Participant deferral / active EE | $4,256 | $3,693+15.3% | $4,728-10.0% | $4,237+0.5% |
| Admin fee / account holder | $240 | $625-61.7% | $6,410-96.3% | $593-59.6% |