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 |
|---|---|---|
NATIONWIDE4 years Service code 15 · EIN 31-4156830 | Recordkeeping | $104,717 |
Filed as: MORGAN STANLEY Service code 26 | Advisory (Participants) | $45,359 |
HUNNEX AND SHOEMAKER, INC.7+ years Service code 13 · EIN 91-1072394 | Contract Administrator | $24,785 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,656 | $62,723-43.2% | $142,863-75.0% | $86,799-58.9% |
| Participation rate | 97.5% | 62.6%+34.9pp | 71.9%+25.6pp | 72.3%+25.2pp |
| Annual return | 13.35% | 17.62%-4.3pp | 5637.54%-5624.2pp | 97.91%-84.6pp |
| Employer contribution / active EE | $2,251 | $1,627+38.4% | $4,144-45.7% | $2,405-6.4% |
| Participant deferral / active EE | $2,931 | $3,039-3.5% | $3,837-23.6% | $4,131-29.0% |
| Admin fee / account holder | $178 | $140+27.8% | $6,560-97.3% | $170+5.2% |