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 |
|---|---|---|
NATIONWIDE5 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $28,374 |
Service code 27 · EIN 27-1919618 198 RT 9 N STE 205 · ENGLISHTOWN, NJ 07726 | Advisory (Plan) | $22,266 |
INTAC ACTUARIAL SERVICES5 years Filed as: INTAC ACTUARIAL SERVICES, INC Service code 17 · EIN 11-3401702 PO BOX 55970 · BOSTON, MA 02205 | Pension Consulting | $931 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,351 | $73,360-45.0% | $177,989-77.3% | $74,495-45.8% |
| Participation rate | 100.0% | 66.6%+33.4pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 14.98% | 17.49%-2.5pp | 294.48%-279.5pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $0 | $2,216-100.0% | $3,949-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,661 | $4,513+3.3% | $6,276-25.7% | $4,346+7.3% |
| Admin fee / account holder | $119 | $1,808-93.4% | $10,363-98.8% | $1,942-93.9% |