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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $54,275 |
NEWPORT GROUP, INC.2 years Service code 15 1075 JORDAN CREEK PARKWAY · WEST DES MOINES, IA 50266 | Recordkeeping | $14,980 |
Service code 17 3030 N ROCKY POINT DRIVE · TAMPA, FL 33607 | Pension Consulting | $9,114 |
SECURITIES AMERICA INC6+ years Filed as: SECURITIES AMERICA, INC. Service code 26 12325 PORT GRACE BLVD · LA VISTA, NE 681280001 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,188 | $61,156-40.8% | $185,823-80.5% | $79,386-54.4% |
| Participation rate | 95.9% | 66.6%+29.3pp | 81.7%+14.2pp | 70.7%+25.2pp |
| Annual return | 31.22% | 19.45%+11.8pp | 122.05%-90.8pp | 116.85%-85.6pp |
| Employer contribution / active EE | $1,419 | $2,321-38.9% | $5,167-72.5% | $2,427-41.6% |
| Participant deferral / active EE | $3,378 | $2,789+21.1% | $5,568-39.3% | $4,046-16.5% |
| Admin fee / account holder | $61 | $710-91.3% | $16,237-99.6% | $626-90.2% |