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 |
|---|---|---|
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $35,385 |
DEFINITI LLC2 years Service code 13 · EIN 85-0833363 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Contract Administrator | $3,796 |
Filed as: AMERIPRISE Service code 28 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Investment Management | $1,196 |
Employer contribution per participant 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 | $46,604 | $78,483-40.6% | $106,201-56.1% | $74,546-37.5% |
| Participation rate | 79.1% | 72.8%+6.3pp | 75.3%+3.8pp | 67.2%+11.9pp |
| Annual return | 12.28% | 15.94%-3.7pp | 116.26%-104.0pp | 1366.03%-1353.8pp |
| Employer contribution / active EE | $320 | $2,522-87.3% | $3,170-89.9% | $2,624-87.8% |
| Participant deferral / active EE | $2,638 | $4,320-38.9% | $5,012-47.4% | $4,347-39.3% |
| Admin fee / account holder | $193 | $2,236-91.4% | $11,039-98.3% | $1,944-90.1% |