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 |
|---|---|---|
NATIONWIDE1+ years Service code 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $17,230 |
TAX SHELTERED COMPENSATION, INC.1+ years Filed as: TSC, INC. Service code 15 · EIN 41-0955056 7300 METRO BLVD · EDINA, MN 55439 | Recordkeeping | $7,877 |
PARK AVENUE SECURITIES LLC1+ years Filed as: PARK AVENUE SECURITIES Service code 27 7 HANOVER SQUARE H4C · NEW YORK, NY 10040 | Advisory (Plan) | $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 | $19,035 | $41,854-54.5% | $73,843-74.2% | $52,331-63.6% |
| Participation rate | 89.9% | 66.2%+23.7pp | 73.4%+16.5pp | 68.1%+21.8pp |
| Annual return | -1.57% | 2.11%-3.7pp | 2267.84%-2269.4pp | 4.54%-6.1pp |
| Employer contribution / active EE | $1,424 | $1,920-25.8% | $2,787-48.9% | $1,882-24.3% |
| Participant deferral / active EE | $1,449 | $2,498-42.0% | $3,583-59.6% | $3,022-52.0% |
| Admin fee / account holder | $139 | $493-71.9% | $4,880-97.2% | $592-76.6% |