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 |
|---|---|---|
PROACCOUNT1 year Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $121,300 |
NATIONWIDE7 years Filed as: NATIONWIDE TRUST COMPANY, FSB Service code 28 10 W NATIONWIDE BLVD 5-02-104G · COLUMBUS, OH 43215 | Investment Management | $107,382 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 28 · EIN 26-4310632 | Investment Management | $89,967 |
NATIONWIDE1 year Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,364 | $54,193+90.7% | $93,606+10.4% | $77,643+33.1% |
| Participation rate | 60.8% | 63.9%-3.1pp | 68.7%-7.9pp | 70.6%-9.7pp |
| Annual return | 12.11% | 30.54%-18.4pp | 133.20%-121.1pp | 31.24%-19.1pp |
| Employer contribution / active EE | $1,209 | $1,168+3.5% | $2,420-50.0% | $2,726-55.6% |
| Participant deferral / active EE | $5,256 | $3,144+67.2% | $4,411+19.2% | $4,647+13.1% |
| Admin fee / account holder | $485 | $576-15.6% | $8,285-94.1% | $430+12.8% |