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 7-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 |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $54,334 |
IRON-CO-FID-COMPREHENSIVE1+ years Filed as: IRON-CO -FID-INDEX COMPREHENSIVE Service code 27 · EIN 26-2409128 | Advisory (Plan) | $5,914 |
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 | $33,469 | $47,977-30.2% | $154,107-78.3% | $56,287-40.5% |
| Participation rate | 73.2% | 66.2%+7.0pp | 83.0%-9.8pp | 69.9%+3.4pp |
| Annual return | -6.02% | 3.54%-9.6pp | 735.12%-741.1pp | -9.96%+3.9pp |
| Employer contribution / active EE | $1,344 | $2,169-38.0% | $5,298-74.6% | $2,111-36.3% |
| Participant deferral / active EE | $3,495 | $2,392+46.1% | $5,081-31.2% | $3,350+4.3% |
| Admin fee / account holder | $282 | $438-35.8% | $13,411-97.9% | $521-46.0% |