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 8-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 |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 31-4156830 | Recordkeeping | $39,689 |
Filed as: FIRST FINANCIAL TRUST Service code 28 · EIN 75-0944023 400 PINE ST STE 300 · ABILENE, TX 79601 | Investment Management | $34,084 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 14 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Plan Administrator | $1,206 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,057 | $122,239-54.1% | $184,203-69.6% | $74,495-24.7% |
| Participation rate | 89.5% | 85.5%+4.1pp | 86.8%+2.7pp | 67.2%+22.3pp |
| Annual return | 15.93% | 19.95%-4.0pp | 28.81%-12.9pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $2,277 | $4,537-49.8% | $6,427-64.6% | $2,623-13.2% |
| Participant deferral / active EE | $4,981 | $7,139-30.2% | $9,131-45.5% | $4,346+14.6% |
| Admin fee / account holder | $199 | $1,260-84.2% | $13,901-98.6% | $1,942-89.8% |