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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $79,275 |
NEWPORT GROUP, INC.4+ years Filed as: KIDDER BENEFITS CONSULTANTS, INC. Service code 15 5700 WESTOWN PARKWAY · WEST DES MOINES, IA 502668214 | Recordkeeping | $25,903 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL, LLC Service code 26 ATTN COMMISSIONS DEPT · SAN DIEGO, CA 92121 | Advisory (Participants) | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $118,537 | $59,186+100.3% | $76,768+54.4% | $56,287+110.6% |
| Participation rate | 98.4% | 75.2%+23.1pp | 77.0%+21.4pp | 69.9%+28.5pp |
| Annual return | -6.07% | 6.62%-12.7pp | 2.43%-8.5pp | -9.96%+3.9pp |
| Employer contribution / active EE | $2,459 | $1,759+39.8% | $2,485-1.1% | $2,111+16.5% |
| Participant deferral / active EE | $2,294 | $3,255-29.5% | $3,852-40.4% | $3,350-31.5% |
| Admin fee / account holder | $83 | $489-83.0% | $6,675-98.8% | $521-84.1% |