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 |
|---|---|---|
PAI3+ years Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WV 54115 | Contract Administrator | $10,998 |
Filed as: NYLIFE SECURITIES, LLC Service code 27 112 E. MAIN ST. · BEULAH, ND 58523 | Advisory (Plan) | $10,689 |
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 | $19,752 | $47,977-58.8% | $154,107-87.2% | $56,287-64.9% |
| Participation rate | 77.0% | 66.2%+10.8pp | 83.0%-6.0pp | 69.9%+7.1pp |
| Annual return | 5.71% | 3.54%+2.2pp | 735.12%-729.4pp | -9.96%+15.7pp |
| Employer contribution / active EE | $1,600 | $2,169-26.2% | $5,298-69.8% | $2,111-24.2% |
| Participant deferral / active EE | $1,747 | $2,392-27.0% | $5,081-65.6% | $3,350-47.8% |
| Admin fee / account holder | $83 | $438-81.0% | $13,411-99.4% | $521-84.0% |