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 8-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 |
|---|---|---|
NATIONWIDE2 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $36,242 |
Filed as: INDEPENDENT FINANCIAL GROUP, INC. Service code 26 3827 CAMINO REAL · SARASOTA, FL 34239 | Advisory (Participants) | $32,695 |
Service code 49 · EIN 20-3886993 | Other Services | $2,500 |
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 | $68,866 | $102,317-32.7% | $146,958-53.1% | $80,856-14.8% |
| Participation rate | 89.5% | 75.8%+13.6pp | 82.2%+7.3pp | 67.6%+21.8pp |
| Annual return | 13.99% | 134.76%-120.8pp | 418.34%-404.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $7,493 | $3,713+101.8% | $4,933+51.9% | $2,755+172.0% |
| Participant deferral / active EE | $12,270 | $6,644+84.7% | $8,070+52.0% | $4,296+185.6% |
| Admin fee / account holder | $28 | $7,941-99.7% | $12,998-99.8% | $6,918-99.6% |