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: SECURITY BENEFITS Service code 15 · EIN 48-0409770 | Recordkeeping | $7,233 |
NATIONWIDE1 year Service code 15 · EIN 31-4156830 | Recordkeeping | $2,334 |
Service code 19 ED CASEY TREASURY DEPTW · WEEKAUKEN, NJ 07087 | Securities Custodian | $0 |
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 | $17,791 | $46,732-61.9% | $156,549-88.6% | $55,167-67.8% |
| Participation rate | 72.1% | 65.8%+6.3pp | 84.0%-11.9pp | 69.0%+3.1pp |
| Annual return | 6.77% | 17.72%-10.9pp | 32.23%-25.5pp | 169.23%-162.5pp |
| Employer contribution / active EE | $1,009 | $2,105-52.1% | $5,501-81.7% | $1,963-48.6% |
| Participant deferral / active EE | $1,699 | $2,204-22.9% | $4,871-65.1% | $3,054-44.4% |
| Admin fee / account holder | $31 | $418-92.5% | $13,027-99.8% | $504-93.8% |