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 |
|---|---|---|
NATIONWIDE2 years Service code 64 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $25,730 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 27 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $0 |
Filed as: KDP RETIREMENT PLAN SERVICES, INC Service code 13 · EIN 38-3478073 3060 LAKE EASTBROOK BLVD SE · GRAND RAPIDS, MI 49512 | Contract Administrator | $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 | $45,825 | $77,660-41.0% | $109,143-58.0% | $79,386-42.3% |
| Participation rate | 70.9% | 67.8%+3.1pp | 75.9%-5.0pp | 70.7%+0.2pp |
| Annual return | 13.29% | 23.44%-10.1pp | 25.75%-12.5pp | 116.85%-103.6pp |
| Employer contribution / active EE | $1,777 | $2,797-36.5% | $3,722-52.2% | $2,427-26.8% |
| Participant deferral / active EE | $2,916 | $3,518-17.1% | $4,653-37.3% | $4,046-27.9% |
| Admin fee / account holder | $0 | $732-100.0% | $6,752-100.0% | $626-100.0% |