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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $194,872 |
PENTEGRA SERVICES, INC.3 years Filed as: A P S - PENTEGRA Service code 13 · EIN 13-3892096 6830 COMMERCE COURT DR · BLACKLICK, OH 43004 | Contract Administrator | $77,110 |
Service code 26 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Participants) | $0 |
TBS AGENCY INC3 years Service code 26 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Participants) | $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 | $39,845 | $64,286-38.0% | $90,951-56.2% | $73,409-45.7% |
| Participation rate | 77.6% | 63.6%+14.0pp | 69.0%+8.6pp | 72.2%+5.4pp |
| Annual return | 14.76% | 21.45%-6.7pp | 134.60%-119.8pp | 59.29%-44.5pp |
| Employer contribution / active EE | $692 | $895-22.7% | $2,122-67.4% | $2,234-69.0% |
| Participant deferral / active EE | $3,870 | $2,453+57.7% | $3,373+14.7% | $3,805+1.7% |
| Admin fee / account holder | $5 | $287-98.1% | $5,959-99.9% | $158-96.6% |