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 |
|---|---|---|
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $86,781 |
INTAC ACTUARIAL SERVICES7+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 15 50 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Recordkeeping | $9,440 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 52 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Indirect Investment Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,236 | $88,507-10.5% | $98,442-19.5% | - |
| Participation rate | 92.9% | 61.4%+31.6pp | 73.3%+19.6pp | - |
| Annual return | 14.17% | 11.96%+2.2pp | 1492.73%-1478.6pp | - |
| Employer contribution / active EE | $4,248 | $1,785+138.1% | $2,960+43.5% | - |
| Participant deferral / active EE | $8,559 | $2,583+231.4% | $4,276+100.2% | - |
| Admin fee / account holder | $5 | $5,313-99.9% | $5,949-99.9% | - |