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 |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,227 |
GOLDMAN SACHS1 year Filed as: COPPER HILL INC. Service code 28 | Investment Management | $12,952 |
Filed as: IRON FIDUCIARY Service code 28 · EIN 99-9552241 | Investment Management | $2,716 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 · EIN 31-4156830 | Investment Management | $465 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 28 · EIN 41-0973005 | Investment Management | $0 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 28 · EIN 41-0973005 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,774 | $44,960-42.7% | $84,966-69.7% | $74,495-65.4% |
| Participation rate | 91.1% | 49.4%+41.8pp | 67.5%+23.6pp | 67.2%+23.9pp |
| Annual return | 17.00% | 26.24%-9.2pp | 66.38%-49.4pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $1,917 | $1,457+31.5% | $2,727-29.7% | $2,623-26.9% |
| Participant deferral / active EE | $4,337 | $2,731+58.8% | $4,519-4.0% | $4,346-0.2% |
| Admin fee / account holder | $38 | $2,209-98.3% | $6,149-99.4% | $1,942-98.1% |