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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $30,793 |
WIPFLI LLP6+ years Service code 15 PO BOX 690 · EAU CLAIRE, WI 547020690 | Recordkeeping | $12,770 |
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 | $49,916 | $69,362-28.0% | $101,248-50.7% | $73,488-32.1% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 15.71% | 18.46%-2.7pp | 46.47%-30.8pp | 28.51%-12.8pp |
| Employer contribution / active EE | $786 | $2,628-70.1% | $3,660-78.5% | $2,270-65.4% |
| Participant deferral / active EE | $2,656 | $3,300-19.5% | $4,370-39.2% | $3,740-29.0% |
| Admin fee / account holder | $61 | $704-91.4% | $5,945-99.0% | $513-88.2% |