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 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $21,715 |
GELMAN PENSION CONSULTING, INC.2+ years Service code 15 70 WEST 40TH STREET - 8TH FLOOR · NEW YORK, NY 10018 | Recordkeeping | $823 |
QUINT CAPITAL CORPORATION2+ years Service code 28 230 PARK AVENUE SUITE 460 · NEW YORK, NY 10169 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,378 | $84,233-79.4% | $170,442-89.8% | $70,131-75.2% |
| Participation rate | 86.0% | 70.8%+15.1pp | 83.6%+2.4pp | 69.5%+16.4pp |
| Annual return | 10.83% | 23.06%-12.2pp | 205.93%-195.1pp | 73.14%-62.3pp |
| Employer contribution / active EE | $799 | $3,387-76.4% | $5,433-85.3% | $2,342-65.9% |
| Participant deferral / active EE | $1,088 | $3,086-64.7% | $4,939-78.0% | $3,332-67.3% |
| Admin fee / account holder | $20 | $5,698-99.6% | $13,880-99.9% | $4,645-99.6% |