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 | $145,486 |
IRON-CO-FID-COMPREHENSIVE7 years Service code 28 630 DUNDEE RD, STE 200 · NORTHBROOK, IL 60062 | Investment Management | $34,513 |
NATIONWIDE5 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Recordkeeping | $5,400 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,892 | $95,274+55.2% | $135,903+8.8% | $74,419+98.7% |
| Participation rate | 92.8% | 78.2%+14.6pp | 81.9%+10.9pp | 70.7%+22.0pp |
| Annual return | 48.29% | 32.77%+15.5pp | 68.23%-19.9pp | 34.38%+13.9pp |
| Employer contribution / active EE | $6,842 | $3,874+76.6% | $4,856+40.9% | $2,637+159.4% |
| Participant deferral / active EE | $4,998 | $7,782-35.8% | $7,758-35.6% | $4,528+10.4% |
| Admin fee / account holder | $259 | $266-2.8% | $10,762-97.6% | $348-25.7% |