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 | $11,341 |
Filed as: SFG Service code 50 | Direct Payment | $10,713 |
Service code 52 · EIN 94-2936206 | Indirect Investment Fees | $150 |
Filed as: CHARLES SCHWAB Service code 59 | Shareholder Servicing | $0 |
Filed as: SMITH BARNEY Service code 15 | Recordkeeping | $0 |
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 | $27,045 | $58,726-53.9% | $92,233-70.7% | $62,292-56.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 35.19% | 43.62%-8.4pp | 176.28%-141.1pp | 28.90%+6.3pp |
| Employer contribution / active EE | $2,352 | $2,392-1.7% | $3,679-36.1% | $2,042+15.2% |
| Participant deferral / active EE | $6,133 | $2,766+121.8% | $3,897+57.4% | $3,169+93.5% |
| Admin fee / account holder | $153 | $556-72.5% | $5,194-97.1% | $479-68.1% |