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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,167 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $4,767 |
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 | $14,306 | $33,067-56.7% | $76,523-81.3% | $56,287-74.6% |
| Participation rate | 92.2% | 55.4%+36.9pp | 68.0%+24.3pp | 69.9%+22.4pp |
| Annual return | 16.08% | 2.72%+13.4pp | -0.27%+16.4pp | -9.96%+26.0pp |
| Employer contribution / active EE | $2,046 | $1,200+70.5% | $2,647-22.7% | $2,111-3.1% |
| Participant deferral / active EE | $2,401 | $2,240+7.2% | $3,835-37.4% | $3,350-28.3% |
| Admin fee / account holder | $71 | $537-86.8% | $4,848-98.5% | $521-86.4% |