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 Filed as: NATIONWIDE LIFE INSURANCE Service code 64 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $24,555 |
Service code 14 · EIN 90-0451904 6500 SW MACADAM AVENUE, SUITE 185 · PORTLAND, OR 97239 | Plan Administrator | $1,575 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 55 50082 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,251 | $52,836-54.1% | $105,738-77.1% | $64,186-62.2% |
| Participation rate | 91.3% | 66.5%+24.8pp | 76.3%+15.0pp | 69.6%+21.7pp |
| Annual return | -4.25% | 14.30%-18.5pp | 6.27%-10.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $380 | $1,827-79.2% | $3,268-88.4% | $2,381-84.1% |
| Participant deferral / active EE | $1,263 | $2,545-50.4% | $4,080-69.0% | $3,470-63.6% |
| Admin fee / account holder | $244 | $3,959-93.8% | $6,913-96.5% | $4,888-95.0% |