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 |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-4156830 | Recordkeeping | $35,607 |
PARADIGM FINANCIAL CORP1 year Filed as: PARADIGM FINANCIAL CORP. Service code 15 · EIN 91-1442042 | Recordkeeping | $5,680 |
ECHELON GROUP1 year Service code 15 · EIN 82-0492018 | Recordkeeping | $4,432 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,317 | $50,982-48.4% | $154,803-83.0% | $85,563-69.2% |
| Participation rate | 71.4% | 59.8%+11.6pp | 78.1%-6.6pp | 66.0%+5.5pp |
| Annual return | 15.92% | 30.35%-14.4pp | 58.88%-43.0pp | 31.51%-15.6pp |
| Employer contribution / active EE | $2,068 | $1,708+21.1% | $4,305-52.0% | $2,654-22.1% |
| Participant deferral / active EE | $2,743 | $2,474+10.8% | $5,540-50.5% | $4,375-37.3% |
| Admin fee / account holder | $29 | $846-96.6% | $14,329-99.8% | $834-96.5% |