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 | $46,541 |
NATIONWIDE7+ years Filed as: NATIONWIDE LIFE INSURANCE CO Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $21,611 |
Service code 14 850 CASSATT ROAD · BERWYN, PA 19312 | Plan Administrator | $9,164 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,668 | $84,936-6.2% | $111,297-28.4% | $79,386+0.4% |
| Participation rate | 96.9% | 75.9%+21.1pp | 77.3%+19.6pp | 70.7%+26.2pp |
| Annual return | 12.34% | 17.45%-5.1pp | 54.65%-42.3pp | 116.85%-104.5pp |
| Employer contribution / active EE | $1,249 | $1,979-36.9% | $2,731-54.3% | $2,427-48.5% |
| Participant deferral / active EE | $3,374 | $3,888-13.2% | $4,487-24.8% | $4,046-16.6% |
| Admin fee / account holder | $257 | $537-52.2% | $7,964-96.8% | $626-59.0% |