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 Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $6,086 |
Service code 14 · EIN 66-0708309 | Plan Administrator | $3,904 |
NATIONWIDE6 years Filed as: NATIONWIDE PLANNING ASSOCIATES Service code 33 115W CENTURY RD STE 160 · PRAMUS, NJ 07632 | Securities brokerage | $1,539 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,137 | $91,621-94.4% | $67,511-92.4% | $77,671-93.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.9%+27.1pp | 70.6%+29.4pp |
| Annual return | 8.93% | 14.87%-5.9pp | 3517.41%-3508.5pp | 31.21%-22.3pp |
| Employer contribution / active EE | $938 | $3,184-70.5% | $2,733-65.7% | $2,726-65.6% |
| Participant deferral / active EE | $27 | $3,906-99.3% | $4,000-99.3% | $4,648-99.4% |
| Admin fee / account holder | $53 | $176-69.7% | $3,999-98.7% | $430-87.6% |