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 |
|---|---|---|
NATIONWIDE5 years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $33,783 |
INWEST RETIREMENT SOLUTIONS5 years Service code 15 4305 N. GARFIELD · MIDLAND, TX 79705 | Recordkeeping | $15,498 |
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 | $132,909 | $101,317+31.2% | $146,958-9.6% | $74,495+78.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 14.65% | 8730.91%-8716.3pp | 418.34%-403.7pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $6,886 | $3,810+80.7% | $4,933+39.6% | $2,623+162.5% |
| Participant deferral / active EE | $10,417 | $7,303+42.6% | $8,070+29.1% | $4,346+139.7% |
| Admin fee / account holder | $182 | $1,739-89.5% | $12,998-98.6% | $1,942-90.6% |