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 |
|---|---|---|
Filed as: CENTERA ADVISOR NETWORKS LLC Service code 51 | Investment Mgmt Fees | $17,153 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $14,091 |
JAMES A. REICHERT1 year Service code 15 · EIN 84-0858799 | Recordkeeping | $7,155 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,860 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 15 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Recordkeeping | $607 |
Service code 51 2301 ROSECRANS AVE · EL SEGUNDO, CA 90245 | Investment Mgmt Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,595 | $122,239-28.3% | $184,203-52.4% | $74,495+17.6% |
| Participation rate | 81.8% | 85.5%-3.7pp | 86.8%-5.0pp | 67.2%+14.6pp |
| Annual return | 17.54% | 19.95%-2.4pp | 28.81%-11.3pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $2,504 | $4,537-44.8% | $6,427-61.0% | $2,623-4.5% |
| Participant deferral / active EE | $3,760 | $7,139-47.3% | $9,131-58.8% | $4,346-13.5% |
| Admin fee / account holder | $221 | $1,260-82.5% | $13,901-98.4% | $1,942-88.6% |