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 | $47,561 |
NATIONWIDE10+ years Filed as: NATIONWIDE LIFE INSURANCE CO Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,360 |
TYCOR BENEFIT ADMINISTRATORS, INC.10+ years Service code 14 955 CHESTERBROOK BLVD. · WAYNE, PA 19087 | Plan Administrator | $2,369 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,009 | $79,171-4.0% | $102,423-25.8% | $74,495+2.0% |
| Participation rate | 97.6% | 74.8%+22.8pp | 76.5%+21.1pp | 67.2%+30.4pp |
| Annual return | 12.01% | 54.93%-42.9pp | 29.32%-17.3pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $1,333 | $2,362-43.6% | $3,023-55.9% | $2,623-49.2% |
| Participant deferral / active EE | $2,932 | $4,415-33.6% | $5,053-42.0% | $4,346-32.5% |
| Admin fee / account holder | $250 | $2,001-87.5% | $9,451-97.3% | $1,942-87.1% |