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 |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $35,933 |
SECURITIES AMERICA INC5 years Filed as: SECURITIES AMERICA, INC. Service code 27 12325 PORT GRACE BLVD. · LA VISTA, NE 68128 | Advisory (Plan) | $30,281 |
NATIONWIDE1 year Service code 64 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $27,337 |
RED BANK PENSION SERVICES, INC.8+ years Service code 13 · EIN 22-2755716 1161 BROAD STREET · SHREWSBURY, NJ 07702 | Contract Administrator | $15,168 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 27 50082 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $12,127 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE CO. Service code 64 · EIN 31-4156830 10 W. NATIONWIDE BLVD. · COLUMBUS, OH 43215 | Recordkeeping Fees | $608 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,771 | $47,126-41.1% | $149,673-81.4% | $74,419-62.7% |
| Participation rate | 86.5% | 63.4%+23.1pp | 78.8%+7.7pp | 70.7%+15.7pp |
| Annual return | 16.26% | 22.75%-6.5pp | 134.42%-118.2pp | 34.38%-18.1pp |
| Employer contribution / active EE | $1,051 | $1,905-44.9% | $4,818-78.2% | $2,637-60.2% |
| Participant deferral / active EE | $1,873 | $2,728-31.3% | $5,680-67.0% | $4,528-58.6% |
| Admin fee / account holder | $148 | $343-57.0% | $13,210-98.9% | $348-57.6% |