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 | $50,061 |
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $13,572 |
Service code 17 · EIN 59-3331424 | Pension Consulting | $9,280 |
SECURITIES AMERICA INC8+ years Filed as: SECURITIES AMERICA, INC. Service code 26 12325 PORT GRACE BLVD · LA VISTA, NE 681280001 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,720 | $47,126-11.5% | $149,673-72.1% | $74,419-43.9% |
| Participation rate | 82.7% | 63.4%+19.3pp | 78.8%+3.9pp | 70.7%+12.0pp |
| Annual return | 12.25% | 22.75%-10.5pp | 134.42%-122.2pp | 34.38%-22.1pp |
| Employer contribution / active EE | $1,565 | $1,905-17.9% | $4,818-67.5% | $2,637-40.7% |
| Participant deferral / active EE | $3,445 | $2,728+26.3% | $5,680-39.3% | $4,528-23.9% |
| Admin fee / account holder | $64 | $343-81.2% | $13,210-99.5% | $348-81.5% |