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+ years Filed as: NATIONWIDE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $48,295 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $0 |
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 | $134,818 | $72,177+86.8% | $115,037+17.2% | $59,632+126.1% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.82% | 12.02%-11.2pp | 26.14%-25.3pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $7,373 | $2,841+159.5% | $4,608+60.0% | $2,203+234.7% |
| Participant deferral / active EE | $9,649 | $4,783+101.7% | $6,026+60.1% | $3,192+202.3% |
| Admin fee / account holder | $183 | $4,927-96.3% | $8,175-97.8% | $4,297-95.8% |