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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $0 |
TRIAD ADVISORS INC2+ years Filed as: TRIAD ADVISORS Service code 49 1781 HIGHLAND AVENUE · CHESHIRE, CT 06410 | Other Services | $0 |
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 | $31,466 | $55,453-43.3% | $170,442-81.5% | $62,292-49.5% |
| Participation rate | 99.5% | 66.4%+33.1pp | 83.6%+15.9pp | 69.5%+30.0pp |
| Annual return | 15.34% | 21.38%-6.0pp | 205.93%-190.6pp | 28.90%-13.6pp |
| Employer contribution / active EE | $2,527 | $2,164+16.8% | $5,433-53.5% | $2,042+23.7% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |