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 Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $69,713 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 33 ANNUITY AND INSURANCE OERATIONS · NEW YORK, NY 10004 | Securities brokerage commissions and ... | $39,789 |
Service code 17 · EIN 14-1694851 433 NEW KARNER ROAD · ALBANY, NY 12205 | Pension Consulting | $7,571 |
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 | $70,410 | $81,537-13.6% | $149,718-53.0% | $69,631+1.1% |
| Participation rate | 77.9% | 86.1%-8.2pp | 87.1%-9.1pp | 70.7%+7.3pp |
| Annual return | 17.39% | 22.79%-5.4pp | 1501.63%-1484.2pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $1,298 | $3,239-59.9% | $5,445-76.2% | $2,032-36.1% |
| Participant deferral / active EE | $5,118 | $4,994+2.5% | $6,569-22.1% | $3,224+58.8% |
| Admin fee / account holder | $8 | $107-92.2% | $11,283-99.9% | $110-92.5% |