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 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $44,841 |
NEWPORT GROUP, INC.3+ years Filed as: KIDDER BENEFITS CONSULTANTS, INC. Service code 15 5700 WESTOWN PARKWAY · WEST DES MOINES, IA 50266 | Recordkeeping | $12,238 |
Service code 17 3030 N ROCKY POINT DRIVE · TAMPA, FL 33607 | Pension Consulting | $5,514 |
SECURITIES AMERICA INC3+ years Filed as: SECURITIES AMERICA, INC. Service code 26 12325 PORT GRACE BLVD · LA VISTA, NE 681280001 | Advisory (Participants) | $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 | $21,846 | $47,977-54.5% | $154,107-85.8% | $56,287-61.2% |
| Participation rate | 92.1% | 66.2%+26.0pp | 83.0%+9.1pp | 69.9%+22.3pp |
| Annual return | 9.72% | 3.54%+6.2pp | 735.12%-725.4pp | -9.96%+19.7pp |
| Employer contribution / active EE | $1,140 | $2,169-47.4% | $5,298-78.5% | $2,111-46.0% |
| Participant deferral / active EE | $1,724 | $2,392-27.9% | $5,081-66.1% | $3,350-48.5% |
| Admin fee / account holder | $53 | $438-87.8% | $13,411-99.6% | $521-89.7% |