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 |
|---|---|---|
NATIONWIDE6 years Service code 26 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $20,568 |
CETERA ADVISOR NETWORKS LLC9+ years Filed as: CETERA INVESTMENT SERVICES LLC Service code 49 · EIN 36-3120284 2301 ROSECRANS AVE #5100 · EL SEGUNDO, CA 90245 | Other Services | $16,770 |
SUPERIORUSA CORPORATION6 years Filed as: SUPERIORUSA Service code 14 · EIN 41-1913603 525 LAKE AVE S · DULUTH, MN 55802 | Plan Administrator | $2,640 |
PROACCOUNT2 years Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $494 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,557 | $89,753-1.3% | $107,525-17.6% | $84,808+4.4% |
| Participation rate | 83.2% | 68.1%+15.1pp | 75.1%+8.1pp | 68.3%+14.8pp |
| Annual return | 13.05% | 29.48%-16.4pp | 181.32%-168.3pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,744 | $3,113-44.0% | $3,754-53.5% | $2,631-33.7% |
| Participant deferral / active EE | $4,454 | $4,056+9.8% | $5,116-12.9% | $4,212+5.8% |
| Admin fee / account holder | $147 | $7,222-98.0% | $8,919-98.4% | $7,344-98.0% |