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 |
|---|---|---|
NATIONWIDE4 years Service code 15 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $30,973 |
AB FUNDS4 years Filed as: AB&D CO. Service code 13 · EIN 54-1703353 1523 HUGUENOT ROAD · MIDLOTHIAN, VA 23113 | Contract Administrator | $841 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,602 | $86,944-14.2% | $107,525-30.6% | $74,304+0.4% |
| Participation rate | 97.0% | 59.6%+37.5pp | 75.1%+21.9pp | 60.3%+36.7pp |
| Annual return | 15.98% | 23.52%-7.5pp | 181.32%-165.3pp | 29.43%-13.4pp |
| Employer contribution / active EE | $1,698 | $2,757-38.4% | $3,754-54.8% | $2,241-24.2% |
| Participant deferral / active EE | $7,481 | $3,554+110.5% | $5,116+46.2% | $3,767+98.6% |
| Admin fee / account holder | $6 | $3,727-99.8% | $8,919-99.9% | $2,969-99.8% |