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 |
|---|---|---|
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $175,123 |
IRON-CO-FID-COMPREHENSIVE8 years Service code 51 630 DUNDEE RD, STE 200 · NORTHBROOK, IL 60062 | Investment Mgmt Fees | $63,305 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,625 | $106,028+54.3% | $146,958+11.3% | $77,643+110.7% |
| Participation rate | 88.3% | 78.4%+10.0pp | 82.2%+6.2pp | 70.6%+17.8pp |
| Annual return | 18.36% | 56.73%-38.4pp | 418.34%-400.0pp | 31.24%-12.9pp |
| Employer contribution / active EE | $7,283 | $4,063+79.2% | $4,933+47.6% | $2,726+167.2% |
| Participant deferral / active EE | $5,735 | $7,990-28.2% | $8,070-28.9% | $4,647+23.4% |
| Admin fee / account holder | $232 | $337-31.3% | $12,998-98.2% | $430-46.1% |