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 |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICES Service code 55 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Other Commissions | $42,067 |
NATIONWIDE5+ years Filed as: NATIONWIDE LIFE INSURANCE CO Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $18,675 |
Service code 14 850 CASSATT ROAD · BERWYN, PA 19312 | Plan Administrator | $7,981 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,825 | $65,376+14.5% | $87,100-14.1% | $65,185+14.8% |
| Participation rate | 98.9% | 75.3%+23.6pp | 76.9%+22.0pp | 70.2%+28.7pp |
| Annual return | 17.89% | 31.27%-13.4pp | 28.19%-10.3pp | 29.38%-11.5pp |
| Employer contribution / active EE | $1,196 | $1,822-34.3% | $2,521-52.5% | $2,177-45.0% |
| Participant deferral / active EE | $3,238 | $3,388-4.5% | $4,049-20.0% | $3,514-7.9% |
| Admin fee / account holder | $229 | $520-55.9% | $7,497-96.9% | $847-72.9% |