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 | $33,124 |
Service code 13 · EIN 52-0783935 | Contract Administrator | $12,030 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST NAT'L ASSOCIATION Service code 22 1100 N MARKET STREET · WILMINGTON, DE 19890 | Insurance Broker | $5,174 |
SECURITIES AMERICA INC6+ years Filed as: M & T SECURITIES Service code 22 285 DELAWARE AVENUE · BUFFALO, NY 14202 | Insurance Broker | $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 | $54,255 | $81,474-33.4% | $133,956-59.5% | $73,488-26.2% |
| Participation rate | 99.3% | 76.4%+23.0pp | 79.8%+19.5pp | 70.7%+28.7pp |
| Annual return | 14.19% | 19.40%-5.2pp | 45.09%-30.9pp | 28.51%-14.3pp |
| Employer contribution / active EE | $1,086 | $2,209-50.9% | $3,919-72.3% | $2,270-52.2% |
| Participant deferral / active EE | $3,581 | $3,786-5.4% | $5,048-29.0% | $3,740-4.2% |
| Admin fee / account holder | $283 | $713-60.4% | $8,927-96.8% | $513-44.9% |