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 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $221,589 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 | Insurance Broker | $153,180 |
PENTEGRA SERVICES, INC.1 year Filed as: APS - PENTEGRA Service code 15 | Recordkeeping | $62,216 |
PENTEGRA SERVICES, INC.3+ years Filed as: APS-PENTEGRA Service code 15 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 430049297 | Recordkeeping | $61,830 |
Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 22 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Insurance Broker | $0 |
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 | $51,898 | $44,989+15.4% | $170,442-69.6% | $77,958-33.4% |
| Participation rate | 99.7% | 64.6%+35.1pp | 83.6%+16.1pp | 71.6%+28.1pp |
| Annual return | 15.24% | 19.61%-4.4pp | 205.93%-190.7pp | 20.87%-5.6pp |
| Employer contribution / active EE | $4,484 | $1,466+205.9% | $5,433-17.5% | $2,310+94.1% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $69-100.0% | $13,880-100.0% | $97-100.0% |