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 9-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 |
|---|---|---|
NATIONWIDE5+ years Filed as: NATIONWIDE TRUST COMPANY Service code 12 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Custodial (securities); Account maint... | $12,437 |
SUMMIT FINANCIAL CORPORATION5+ years Service code 13 · EIN 02-6405960 300 BALLARDVALE ST · WILMINGTON, MA 01887 | Contract Administrator | $11,608 |
NATIONWIDE5+ years Service code 15 | Recordkeeping | $3,230 |
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 | $24,769 | $52,953-53.2% | $172,739-85.7% | $65,185-62.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 21.23% | 30.12%-8.9pp | 802.84%-781.6pp | 29.38%-8.2pp |
| Employer contribution / active EE | $3,140 | $2,190+43.4% | $5,143-38.9% | $2,177+44.3% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $168 | $472-64.4% | $13,954-98.8% | $847-80.2% |