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 Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $49,171 |
AMERICAN PORTFOLIOS FINANCIAL2+ years Service code 26 4250 VETERANS MEMORIAL HIGHWAY · HOLBROOK, NY 117410000 | Advisory (Participants) | $0 |
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 | $96,759 | $36,916+162.1% | $156,549-38.2% | $57,658+67.8% |
| Participation rate | 72.1% | 63.4%+8.7pp | 84.0%-11.9pp | 70.2%+1.9pp |
| Annual return | 8.85% | 12.38%-3.5pp | 32.23%-23.4pp | 5.13%+3.7pp |
| Employer contribution / active EE | $2,098 | $1,571+33.6% | $5,501-61.9% | $1,974+6.3% |
| Participant deferral / active EE | $3,075 | $1,926+59.7% | $4,871-36.9% | $3,061+0.5% |
| Admin fee / account holder | $87 | $82+5.7% | $13,027-99.3% | $95-7.8% |