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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $50,013 |
WEALTHPLAN PARTNERS INC4 years Filed as: WEALTHPLAN PARTNERS, INC. Service code 27 101 S 108TH AVE, 2ND FLOOR · OMAHA, NE 68154 | Advisory (Plan) | $37,371 |
Filed as: BENEFIT PLANS, INC Service code 15 16924 FRANCES STREET SUITE 100 · OMAHA, NE 68130 | Recordkeeping | $16,667 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,675 | $46,292-10.0% | $143,757-71.0% | $64,808-35.7% |
| Participation rate | 87.8% | 64.2%+23.6pp | 80.3%+7.5pp | 71.5%+16.3pp |
| Annual return | -14.68% | -10.05%-4.6pp | -0.04%-14.6pp | 32.82%-47.5pp |
| Employer contribution / active EE | $2,270 | $1,910+18.9% | $4,951-54.2% | $2,506-9.4% |
| Participant deferral / active EE | $4,138 | $2,646+56.4% | $5,637-26.6% | $4,310-4.0% |
| Admin fee / account holder | $278 | $154+80.9% | $14,673-98.1% | $188+48.1% |