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 |
|---|---|---|
NATIONWIDE6+ years Filed as: NATIONWIDE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $65,814 |
CLS INVESTMENTS4 years Service code 26 · EIN 13-4109249 | Advisory (Participants) | $6,816 |
CAMBRIDGE INVESTMENT RESEARCH6+ 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 | $155,343 | $99,957+55.4% | $149,696+3.8% | $73,488+111.4% |
| Participation rate | 97.6% | 75.7%+21.9pp | 82.5%+15.2pp | 70.7%+27.0pp |
| Annual return | 19.89% | 53.87%-34.0pp | 276.60%-256.7pp | 28.51%-8.6pp |
| Employer contribution / active EE | $6,309 | $3,191+97.7% | $4,644+35.8% | $2,270+177.9% |
| Participant deferral / active EE | $9,595 | $6,073+58.0% | $6,842+40.2% | $3,740+156.6% |
| Admin fee / account holder | $52 | $551-90.6% | $9,309-99.4% | $513-89.9% |