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 |
|---|---|---|
NATIONWIDE3+ years Service code 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $24,257 |
TAX SHELTERED COMPENSATION, INC.3+ years Filed as: TSC, INC. Service code 15 · EIN 41-0955056 7300 METRO BLVD · EDINA, MN 55439 | Recordkeeping | $7,870 |
PARK AVENUE SECURITIES LLC3+ 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 | $22,754 | $50,637-55.1% | $86,590-73.7% | $62,292-63.5% |
| Participation rate | 88.9% | 67.9%+21.0pp | 73.5%+15.3pp | 69.5%+19.4pp |
| Annual return | 16.71% | 20.80%-4.1pp | 964.84%-948.1pp | 28.90%-12.2pp |
| Employer contribution / active EE | $1,544 | $2,075-25.6% | $2,839-45.6% | $2,042-24.4% |
| Participant deferral / active EE | $1,486 | $2,611-43.1% | $3,609-58.8% | $3,169-53.1% |
| Admin fee / account holder | $170 | $413-58.9% | $4,906-96.5% | $479-64.5% |