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 | $45,133 |
NEWPORT GROUP, INC.4+ years Filed as: KIDDER BENEFITS CONSULTANTS, INC. Service code 15 5700 WESTOWN PARKWAY · WEST DES MOINES, IA 50266 | Recordkeeping | $13,096 |
Service code 17 3030 N ROCKY POINT DRIVE · TAMPA, FL 33607 | Pension Consulting | $5,400 |
SECURITIES AMERICA INC4+ years Filed as: SECURITIES AMERICA, INC. Service code 26 12325 PORT GRACE BLVD · LA VISTA, NE 681280001 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,515 | $62,928-65.8% | $172,739-87.5% | $67,579-68.2% |
| Participation rate | 94.1% | 64.5%+29.6pp | 82.6%+11.4pp | 71.3%+22.8pp |
| Annual return | 6.39% | 30.36%-24.0pp | 802.84%-796.4pp | 378.56%-372.2pp |
| Employer contribution / active EE | $1,198 | $1,636-26.7% | $5,143-76.7% | $2,148-44.2% |
| Participant deferral / active EE | $1,783 | $2,145-16.9% | $5,198-65.7% | $3,539-49.6% |
| Admin fee / account holder | $40 | $167-75.8% | $13,954-99.7% | $142-71.6% |