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 | $62,296 |
KEATING & ASSOCIATES, INC.3+ years Service code 15 1011 POYNTZ AVE · MANHATTAN, KS 66502 | Recordkeeping | $33,862 |
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 | $41,678 | $46,173-9.7% | $170,442-75.5% | $69,631-40.1% |
| Participation rate | 84.6% | 63.9%+20.7pp | 83.6%+1.0pp | 70.7%+13.9pp |
| Annual return | 16.21% | 21.62%-5.4pp | 205.93%-189.7pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $3,797 | $1,610+135.9% | $5,433-30.1% | $2,032+86.8% |
| Participant deferral / active EE | $3,559 | $2,080+71.1% | $4,939-28.0% | $3,224+10.4% |
| Admin fee / account holder | $80 | $116-31.2% | $13,880-99.4% | $110-27.7% |