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 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $30,231 |
Service code 26 880 CARILLON PKWY · SAINT PETERSBURG, FL 33716 | Advisory (Participants) | $29,948 |
ASCENSUS LLC3 years Filed as: RETIREMENT STRATEGIES GROUP, LLC Service code 10 800 WEST COMMERCE ROAD · NEW ORLEANS, LA 70123 | Accounting | $9,777 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,416 | $91,407-23.0% | $135,903-48.2% | $71,457-1.5% |
| Participation rate | 78.7% | 75.7%+3.0pp | 81.9%-3.2pp | 67.9%+10.8pp |
| Annual return | 19.51% | 29.90%-10.4pp | 68.23%-48.7pp | 28.85%-9.3pp |
| Employer contribution / active EE | $2,988 | $3,703-19.3% | $4,856-38.5% | $2,588+15.5% |
| Participant deferral / active EE | $8,462 | $7,092+19.3% | $7,758+9.1% | $4,289+97.3% |
| Admin fee / account holder | $253 | $1,266-80.0% | $10,762-97.6% | $1,587-84.1% |