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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $65,338 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 52 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Indirect Investment Fees | $39,544 |
INTAC ACTUARIAL SERVICES6+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 15 50 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Recordkeeping | $7,379 |
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 | $65,536 | $66,124-0.9% | $90,404-27.5% | $73,488-10.8% |
| Participation rate | 94.5% | 69.7%+24.9pp | 72.7%+21.9pp | 70.7%+23.9pp |
| Annual return | 15.30% | 17.65%-2.4pp | 1293.02%-1277.7pp | 28.51%-13.2pp |
| Employer contribution / active EE | $3,854 | $2,346+64.3% | $3,262+18.2% | $2,270+69.8% |
| Participant deferral / active EE | $8,443 | $3,039+177.8% | $3,963+113.0% | $3,740+125.8% |
| Admin fee / account holder | $5 | $396-98.7% | $5,611-99.9% | $513-99.0% |