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 5-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 |
|---|---|---|
Service code 15 70 WEST 40TH STREET, 8TH FLOOR · NEW YORK, NY 10018 | Recordkeeping | $312,510 |
NATIONWIDE4 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 21 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Bank Trustee | $37,011 |
FASTEN HALBERSTAM LLP1 year Service code 10 33 WHITEHALL STREET · NEW YORK, NY 10004 | Accounting | $22,000 |
Filed as: IRON FINANCIAL Service code 26 · EIN 99-9552241 | Advisory (Participants) | $207 |
PROACCOUNT2 years Service code 26 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Advisory (Participants) | $4 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $177,572-100.0% | $154,803-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 82.1%-82.1pp | 78.1%-78.1pp | 80.1%-80.1pp |
| Annual return | -3.79% | 65.07%-68.9pp | 58.88%-62.7pp | 217.08%-220.9pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $6,272-100.0% | $5,540-100.0% | $6,507-100.0% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |