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 | $40,281 |
Filed as: KESTRA INVESTMENT SERVICES, LL Service code 52 | Indirect Investment Fees | $28,513 |
INTAC ACTUARIAL SERVICES3+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 15 545 ROUTE 17 SOUTH · RIDGEWOOD, NJ 07450 | Recordkeeping | $6,119 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 52 1250 CAPITAL OF TEXAS, HWY S · AUSTIN, TX 787463300 | Indirect Investment Fees | $0 |
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 | $47,724 | $50,637-5.8% | $86,590-44.9% | $62,292-23.4% |
| Participation rate | 93.5% | 67.9%+25.6pp | 73.5%+19.9pp | 69.5%+23.9pp |
| Annual return | 15.41% | 20.80%-5.4pp | 964.84%-949.4pp | 28.90%-13.5pp |
| Employer contribution / active EE | $3,536 | $2,075+70.4% | $2,839+24.5% | $2,042+73.1% |
| Participant deferral / active EE | $6,635 | $2,611+154.1% | $3,609+83.9% | $3,169+109.4% |
| Admin fee / account holder | $6 | $413-98.6% | $4,906-99.9% | $479-98.8% |