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 |
|---|---|---|
NATIONWIDE4+ years Filed as: NATIONWIDE FINANCIAL Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $18,561 |
Filed as: CLARKE LANZEN SKALLA Service code 26 · EIN 13-4109249 17605 WRIGHT SYTREET · OMAHA, NE 68130 | Advisory (Participants) | $5,580 |
NFP RETIREMENT INC4+ years Filed as: NFP Service code 14 · EIN 13-4096969 2600 KELLY ROAD · WARRINGTON, PA 18976 | Plan Administrator | $4,371 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 33 · EIN 74-2794194 1250 CAPITAL OF TEXAS HIGHWAY S. · AUSTIN, TX 78746 | Securities brokerage | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,926 | $44,873-64.5% | $79,464-80.0% | $56,287-71.7% |
| Participation rate | 70.5% | 68.7%+1.7pp | 73.3%-2.9pp | 69.9%+0.6pp |
| Annual return | -7.70% | 0.81%-8.5pp | 718.14%-725.8pp | -9.96%+2.3pp |
| Employer contribution / active EE | $1,088 | $2,140-49.2% | $2,800-61.2% | $2,111-48.5% |
| Participant deferral / active EE | $647 | $2,746-76.4% | $3,704-82.5% | $3,350-80.7% |
| Admin fee / account holder | $294 | $418-29.8% | $5,113-94.3% | $521-43.6% |