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 4-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 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $147,536 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 49 35 EAST WACKER DR 24TH FLOOR · CHICAGO, IL 60601 | Other Services | $7,747 |
Filed as: MML INVESTORS SERVICES, LLC Service code 22 1295 STATE STREET #C225 · SPRINGFIELD, MA 011118089 | Insurance Broker | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,664 | $82,202-27.4% | $125,339-52.4% | $64,808-7.9% |
| Participation rate | 75.8% | 77.9%-2.0pp | 82.4%-6.5pp | 71.5%+4.4pp |
| Annual return | -15.31% | 3.48%-18.8pp | 572.05%-587.4pp | 32.82%-48.1pp |
| Employer contribution / active EE | $3,321 | $3,615-8.1% | $4,814-31.0% | $2,506+32.5% |
| Participant deferral / active EE | $9,378 | $7,175+30.7% | $7,446+25.9% | $4,310+117.6% |
| Admin fee / account holder | $29 | $163-82.0% | $10,010-99.7% | $188-84.4% |