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 |
|---|---|---|
NATIONWIDE8+ years Filed as: NATIONWIDE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $73,848 |
BRINKER CAPITAL2 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 26 · EIN 13-4109249 | Advisory (Participants) | $9,001 |
CAMBRIDGE INVESTMENT RESEARCH8+ years Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,904 | $84,487+33.6% | $125,339-9.9% | $66,914+68.7% |
| Participation rate | 95.9% | 76.4%+19.5pp | 82.4%+13.5pp | 69.8%+26.1pp |
| Annual return | -17.06% | -8.39%-8.7pp | 572.05%-589.1pp | 1.58%-18.6pp |
| Employer contribution / active EE | $5,872 | $3,553+65.3% | $4,814+22.0% | $2,544+130.8% |
| Participant deferral / active EE | $9,231 | $6,781+36.1% | $7,446+24.0% | $4,237+117.9% |
| Admin fee / account holder | $54 | $685-92.2% | $10,010-99.5% | $593-91.0% |