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 |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $52,477 |
Service code 49 · EIN 04-1590850 | Other Services | $4,418 |
Service code 49 2301 ROSECRANS AVE SUITE 5100 · EL SEGUNDO, CA 902455670 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,124 | $101,883-38.0% | $453,369-86.1% | $85,850-26.5% |
| Participation rate | 89.8% | 72.3%+17.5pp | 78.0%+11.8pp | 69.3%+20.5pp |
| Annual return | 13.37% | 25.38%-12.0pp | 64.40%-51.0pp | 318.53%-305.2pp |
| Employer contribution / active EE | $3,176 | $2,847+11.5% | $4,070-22.0% | $2,565+23.8% |
| Participant deferral / active EE | $6,495 | $4,782+35.8% | $6,209+4.6% | $3,952+64.4% |
| Admin fee / account holder | $252 | $5,706-95.6% | $11,209-97.8% | $6,260-96.0% |