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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $78,174 |
INTAC ACTUARIAL SERVICES8+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 15 50 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Recordkeeping | $9,399 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 52 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Indirect Investment Fees | $0 |
TRIAD ADVISORS INC1 year Filed as: TRIAD ADVISORS, LLC Service code 52 5155 PEACHTREE PARKWAY · NORCROSS, GA 30092 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,358 | $54,350+22.1% | $82,719-19.8% | $68,494-3.1% |
| Participation rate | 93.2% | 63.9%+29.3pp | 72.6%+20.6pp | 67.9%+25.3pp |
| Annual return | -15.47% | -13.67%-1.8pp | 701.18%-716.6pp | -7.84%-7.6pp |
| Employer contribution / active EE | $4,611 | $2,218+107.9% | $3,009+53.2% | $2,596+77.6% |
| Participant deferral / active EE | $9,783 | $3,246+201.4% | $4,395+122.6% | $4,027+142.9% |
| Admin fee / account holder | $387 | $4,395-91.2% | $5,329-92.7% | $5,403-92.8% |