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 |
|---|---|---|
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $57,317 |
NEWPORT GROUP, INC.3 years Service code 15 1075 JORDAN CREEK PARKWAY · WEST DES MOINES, IA 50266 | Recordkeeping | $16,319 |
Service code 17 3030 N ROCKY POINT DRIVE · TAMPA, FL 33607 | Pension Consulting | $9,658 |
SECURITIES AMERICA INC7+ years Filed as: SECURITIES AMERICA, INC. Service code 26 12325 PORT GRACE BLVD · LA VISTA, NE 681280001 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,507 | $46,292-25.5% | $143,757-76.0% | $64,808-46.8% |
| Participation rate | 89.8% | 64.2%+25.6pp | 80.3%+9.5pp | 71.5%+18.4pp |
| Annual return | -13.31% | -10.05%-3.3pp | -0.04%-13.3pp | 32.82%-46.1pp |
| Employer contribution / active EE | $1,411 | $1,910-26.1% | $4,951-71.5% | $2,506-43.7% |
| Participant deferral / active EE | $3,421 | $2,646+29.3% | $5,637-39.3% | $4,310-20.6% |
| Admin fee / account holder | $72 | $154-52.9% | $14,673-99.5% | $188-61.4% |