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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $53,532 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 52 5707 SOUTHWEST PARKWAY · AUSTIN, TX 787463300 | Indirect Investment Fees | $34,058 |
INTAC ACTUARIAL SERVICES5+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 15 50 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Recordkeeping | $7,134 |
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 | $55,357 | $51,620+7.2% | $90,281-38.7% | $65,185-15.1% |
| Participation rate | 92.9% | 68.6%+24.3pp | 73.3%+19.7pp | 70.2%+22.7pp |
| Annual return | 24.52% | 24.94%-0.4pp | 78.10%-53.6pp | 29.38%-4.9pp |
| Employer contribution / active EE | $3,665 | $2,235+64.0% | $2,854+28.4% | $2,177+68.4% |
| Participant deferral / active EE | $7,753 | $2,871+170.1% | $3,885+99.6% | $3,514+120.7% |
| Admin fee / account holder | $6 | $384-98.5% | $5,351-99.9% | $847-99.3% |