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 |
|---|---|---|
NATIONWIDE3+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $22,986 |
Filed as: P&A RETIREMENT PLAN SERVICES, INC. Service code 15 17 COURT STREET · BUFFALO, NY 142023204 | Recordkeeping | $1,749 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,550 |
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 | $63,238 | $80,753-21.7% | $136,294-53.6% | $62,292+1.5% |
| Participation rate | 75.0% | 73.5%+1.5pp | 81.9%-6.9pp | 69.5%+5.5pp |
| Annual return | 15.52% | 35.83%-20.3pp | 5155.94%-5140.4pp | 28.90%-13.4pp |
| Employer contribution / active EE | $1,724 | $2,884-40.2% | $4,695-63.3% | $2,042-15.6% |
| Participant deferral / active EE | $2,853 | $5,164-44.8% | $6,247-54.3% | $3,169-10.0% |
| Admin fee / account holder | $132 | $525-74.9% | $9,243-98.6% | $479-72.5% |