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 |
|---|---|---|
NATIONWIDE4 years Service code 50 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Direct Payment | $17,959 |
CETERA ADVISOR NETWORKS LLC7+ years Filed as: CETERA INVESTMENT SERVICES LLC Service code 49 · EIN 36-3120284 | Other Services | $12,676 |
SUPERIORUSA CORPORATION4 years Filed as: SUPERIORUSA Service code 14 · EIN 41-1913603 | Plan Administrator | $1,030 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,913 | $76,670-11.4% | $96,683-29.8% | $71,457-5.0% |
| Participation rate | 84.9% | 66.6%+18.3pp | 74.3%+10.5pp | 67.9%+17.0pp |
| Annual return | 16.03% | 48.29%-32.3pp | 35.69%-19.7pp | 28.85%-12.8pp |
| Employer contribution / active EE | $2,154 | $3,031-28.9% | $3,737-42.3% | $2,588-16.7% |
| Participant deferral / active EE | $4,875 | $3,771+29.3% | $4,878-0.1% | $4,289+13.7% |
| Admin fee / account holder | $243 | $2,028-88.0% | $6,730-96.4% | $1,587-84.7% |