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 |
|---|---|---|
Service code 26 · EIN 13-3573976 1110 SOUTH AVE STE 301 · STATEN ISLAND, NY 10314 | Advisory (Participants) | $78,876 |
NATIONWIDE6+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $54,509 |
INTAC ACTUARIAL SERVICES6+ years Service code 14 50 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Plan Administrator | $20,245 |
FIRST ALLIED SECURITIES INC3 years Filed as: FIRST ALLIED SECURITIES, INC Service code 26 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,373 | $64,286+9.5% | $90,951-22.6% | $73,409-4.1% |
| Participation rate | 45.7% | 63.6%-17.9pp | 69.0%-23.3pp | 72.2%-26.5pp |
| Annual return | 18.94% | 21.45%-2.5pp | 134.60%-115.7pp | 59.29%-40.4pp |
| Employer contribution / active EE | $325 | $895-63.7% | $2,122-84.7% | $2,234-85.5% |
| Participant deferral / active EE | $2,995 | $2,453+22.1% | $3,373-11.2% | $3,805-21.3% |
| Admin fee / account holder | $0 | $287-100.0% | $5,959-100.0% | $158-100.0% |