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 |
|---|---|---|
NATIONWIDE8+ years Filed as: NATIONWIDE LIFE INSURANCE Service code 64 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $19,893 |
Service code 14 · EIN 90-0451904 6500 SW MACADAM AVENUE, SUITE 100 · PORTLAND, OR 97239 | Plan Administrator | $6,606 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,634 | $56,357-45.6% | $104,294-70.6% | $68,494-55.3% |
| Participation rate | 98.0% | 63.3%+34.7pp | 73.3%+24.7pp | 67.9%+30.1pp |
| Annual return | -13.58% | -9.19%-4.4pp | 24.61%-38.2pp | -7.84%-5.7pp |
| Employer contribution / active EE | $451 | $1,960-77.0% | $3,372-86.6% | $2,596-82.6% |
| Participant deferral / active EE | $2,432 | $3,077-21.0% | $4,625-47.4% | $4,027-39.6% |
| Admin fee / account holder | $389 | $4,903-92.1% | $7,339-94.7% | $5,403-92.8% |