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 INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $37,798 |
CLS INVESTMENTS3 years Service code 26 · EIN 13-4109249 | Advisory (Participants) | $11,390 |
CAMBRIDGE INVESTMENT RESEARCH5+ 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 | $132,354 | $89,652+47.6% | $141,162-6.2% | $65,185+103.0% |
| Participation rate | 96.6% | 74.7%+21.9pp | 82.5%+14.1pp | 70.2%+26.4pp |
| Annual return | 30.69% | 32.79%-2.1pp | 71.39%-40.7pp | 29.38%+1.3pp |
| Employer contribution / active EE | $6,281 | $3,065+104.9% | $4,735+32.7% | $2,177+188.6% |
| Participant deferral / active EE | $8,409 | $5,691+47.8% | $6,709+25.3% | $3,514+139.3% |
| Admin fee / account holder | $65 | $569-88.5% | $10,261-99.4% | $847-92.3% |