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 |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-4156830 | Recordkeeping | $38,577 |
AB FUNDS1 year Filed as: AB&D CO Service code 13 · EIN 54-1703353 | Contract Administrator | $7,325 |
Filed as: MASS MUTUAL Service code 15 · EIN 04-1590850 | Recordkeeping | $1,850 |
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 | $77,719 | $56,629+37.2% | $77,999-0.4% | $55,167+40.9% |
| Participation rate | 95.7% | 73.3%+22.4pp | 75.5%+20.2pp | 69.0%+26.7pp |
| Annual return | 12.85% | 2866.98%-2854.1pp | 425.96%-413.1pp | 169.23%-156.4pp |
| Employer contribution / active EE | $2,302 | $1,723+33.6% | $2,470-6.8% | $1,963+17.3% |
| Participant deferral / active EE | $4,860 | $2,777+75.0% | $3,497+39.0% | $3,054+59.1% |
| Admin fee / account holder | $256 | $467-45.2% | $5,480-95.3% | $504-49.3% |