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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $41,591 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 13 44 BALTIMORE STREET · CUMBERLAND, MD 21502 | Contract Administrator | $5,409 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,497 | $73,102-41.9% | $123,544-65.6% | $56,287-24.5% |
| Participation rate | 75.7% | 74.3%+1.4pp | 82.3%-6.6pp | 69.9%+5.8pp |
| Annual return | 10.13% | 3.01%+7.1pp | 119.20%-109.1pp | -9.96%+20.1pp |
| Employer contribution / active EE | $1,232 | $2,977-58.6% | $4,628-73.4% | $2,111-41.6% |
| Participant deferral / active EE | $3,770 | $5,423-30.5% | $6,426-41.3% | $3,350+12.5% |
| Admin fee / account holder | $12 | $554-97.9% | $9,284-99.9% | $521-97.8% |