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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $64,987 |
KEATING & ASSOCIATES, INC.5+ years Service code 15 1011 POYNTZ AVE · MANHATTAN, KS 66502 | Recordkeeping | $21,442 |
Service code 15 1011 POYNTZ AVE · MANHATTAN, KS 66502 | Recordkeeping | $14,865 |
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 | $47,755 | $62,928-24.1% | $172,739-72.4% | $67,579-29.3% |
| Participation rate | 90.2% | 64.5%+25.7pp | 82.6%+7.5pp | 71.3%+18.9pp |
| Annual return | 20.08% | 30.36%-10.3pp | 802.84%-782.8pp | 378.56%-358.5pp |
| Employer contribution / active EE | $3,854 | $1,636+135.5% | $5,143-25.1% | $2,148+79.4% |
| Participant deferral / active EE | $3,731 | $2,145+74.0% | $5,198-28.2% | $3,539+5.4% |
| Admin fee / account holder | $70 | $167-57.9% | $13,954-99.5% | $142-50.7% |