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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $28,968 |
WIPFLI LLP5+ years Service code 15 PO BOX 690 · EAU CLAIRE, WI 547020690 | Recordkeeping | $11,624 |
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 | $43,174 | $63,114-31.6% | $92,893-53.5% | $65,185-33.8% |
| Participation rate | 99.5% | 68.8%+30.7pp | 76.0%+23.5pp | 70.2%+29.3pp |
| Annual return | 17.67% | 28.75%-11.1pp | 109.41%-91.7pp | 29.38%-11.7pp |
| Employer contribution / active EE | $885 | $2,571-65.6% | $3,653-75.8% | $2,177-59.4% |
| Participant deferral / active EE | $2,488 | $3,108-19.9% | $4,236-41.3% | $3,514-29.2% |
| Admin fee / account holder | $56 | $624-91.0% | $5,794-99.0% | $847-93.4% |