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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $44,516 |
Filed as: KESTRA INVESTMENT SERVICES, LL Service code 52 | Indirect Investment Fees | $30,798 |
INTAC ACTUARIAL SERVICES4+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 15 50 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Recordkeeping | $6,546 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 52 5707 SOUTHWEST PARKWAY · 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 | $42,978 | $44,873-4.2% | $79,464-45.9% | $56,287-23.6% |
| Participation rate | 92.7% | 68.7%+23.9pp | 73.3%+19.3pp | 69.9%+22.8pp |
| Annual return | -6.82% | 0.81%-7.6pp | 718.14%-725.0pp | -9.96%+3.1pp |
| Employer contribution / active EE | $3,288 | $2,140+53.6% | $2,800+17.4% | $2,111+55.7% |
| Participant deferral / active EE | $6,968 | $2,746+153.7% | $3,704+88.1% | $3,350+108.0% |
| Admin fee / account holder | $0 | $418-100.0% | $5,113-100.0% | $521-100.0% |