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 | $40,195 |
NATIONWIDE8+ years Filed as: NATIONWIDE LIFE INSURANCE CO Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $21,067 |
Service code 14 850 CASSATT ROAD · BERWYN, PA 19312 | Plan Administrator | $8,079 |
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 | $66,633 | $65,435+1.8% | $86,677-23.1% | $66,914-0.4% |
| Participation rate | 97.5% | 75.5%+22.1pp | 76.6%+21.0pp | 69.8%+27.7pp |
| Annual return | -15.92% | -10.89%-5.0pp | 35.91%-51.8pp | 1.58%-17.5pp |
| Employer contribution / active EE | $1,357 | $2,153-37.0% | $2,836-52.2% | $2,544-46.7% |
| Participant deferral / active EE | $3,321 | $4,100-19.0% | $4,656-28.7% | $4,237-21.6% |
| Admin fee / account holder | $227 | $642-64.6% | $7,493-97.0% | $593-61.7% |