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 |
|---|---|---|
NATIONWIDE7+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $142,608 |
INTAC ACTUARIAL SERVICES1 year Filed as: INTAC ACTUARIAL SERVICES INC. Service code 64 · EIN 11-3401702 | Recordkeeping Fees | $5,067 |
Filed as: KESTRA INVESTMENT SERVICE LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $0 |
KESTRA INVESTMENT SERVICES LLC6+ years Service code 22 | Insurance Broker | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,545 | $56,485-72.5% | $185,823-91.6% | $86,799-82.1% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 10.28% | 118.04%-107.8pp | 122.05%-111.8pp | 97.91%-87.6pp |
| Employer contribution / active EE | $933 | $1,843-49.4% | $5,167-81.9% | $2,405-61.2% |
| Participant deferral / active EE | $1,011 | $2,553-60.4% | $5,568-81.8% | $4,131-75.5% |
| Admin fee / account holder | $0 | $150-100.0% | $16,237-100.0% | $170-100.0% |