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 |
|---|---|---|
TAX SHELTERED COMPENSATION, INC.10+ years Filed as: TSC, INC. Service code 15 · EIN 41-0955056 7300 METRO BLVD · EDINA, MN 55439 | Recordkeeping | $5,485 |
NATIONWIDE10+ years Service code 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $1,727 |
PARK AVENUE SECURITIES LLC10+ years Filed as: PARK AVENUE SECURITIES Service code 27 7 HANOVER SQUARE H4C · NEW YORK, NY 10040 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,565 | $60,323-44.4% | $81,812-59.0% | $74,495-54.9% |
| Participation rate | 98.8% | 62.9%+35.9pp | 72.3%+26.4pp | 67.2%+31.6pp |
| Annual return | 13.79% | 16.90%-3.1pp | 773.79%-760.0pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $2,194 | $2,620-16.3% | $2,912-24.7% | $2,623-16.4% |
| Participant deferral / active EE | $2,315 | $3,387-31.7% | $4,319-46.4% | $4,346-46.7% |
| Admin fee / account holder | $24 | $1,486-98.4% | $7,386-99.7% | $1,942-98.8% |