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 |
|---|---|---|
Filed as: NYLIFE SECURITIES, LLC Service code 27 112 E. MAIN ST. · BEULAH, ND 58523 | Advisory (Plan) | $9,610 |
PAI1+ years Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WV 54115 | Contract Administrator | $5,896 |
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 | $18,601 | $77,634-76.0% | $156,549-88.1% | $62,891-70.4% |
| Participation rate | 75.0% | 71.2%+3.8pp | 84.0%-9.0pp | 69.3%+5.7pp |
| Annual return | 1.32% | 50.32%-49.0pp | 32.23%-30.9pp | 20.14%-18.8pp |
| Employer contribution / active EE | $1,701 | $3,444-50.6% | $5,501-69.1% | $2,281-25.4% |
| Participant deferral / active EE | $1,977 | $3,045-35.1% | $4,871-59.4% | $3,203-38.3% |
| Admin fee / account holder | $13 | $5,561-99.8% | $13,027-99.9% | $4,296-99.7% |