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 | Recordkeeping | $41,237 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 28 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Investment Management | $18,025 |
INTAC ACTUARIAL SERVICES1 year Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 15 · EIN 11-3401702 50 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Recordkeeping | $7,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,209 | $54,590+4.8% | $81,930-30.2% | $73,488-22.2% |
| Participation rate | 52.6% | 68.3%-15.7pp | 72.0%-19.4pp | 70.7%-18.0pp |
| Annual return | 15.98% | 17.74%-1.8pp | 29.49%-13.5pp | 28.51%-12.5pp |
| Employer contribution / active EE | $1,678 | $1,636+2.6% | $4,310-61.1% | $2,270-26.1% |
| Participant deferral / active EE | $2,587 | $2,759-6.2% | $7,107-63.6% | $3,740-30.8% |
| Admin fee / account holder | $107 | $592-81.9% | $5,158-97.9% | $513-79.1% |