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 |
|---|---|---|
Service code 15 P.O. BOX 240098 · MONTGOMERY, AL 36124 | Recordkeeping | $41,483 |
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $17,069 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $93,450 | $68,413+36.6% | $123,104-24.1% | $55,191+69.3% |
| Participation rate | 94.1% | 84.5%+9.5pp | 86.8%+7.3pp | 69.2%+24.9pp |
| Annual return | 0.84% | 6.30%-5.5pp | 13.22%-12.4pp | 10.78%-9.9pp |
| Employer contribution / active EE | $4,617 | $3,050+51.4% | $5,151-10.4% | $1,899+143.2% |
| Participant deferral / active EE | $3,426 | $4,490-23.7% | $6,230-45.0% | $3,046+12.5% |
| Admin fee / account holder | $0 | $88-100.0% | $9,015-100.0% | $91-100.0% |