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: SILVERSTONE ASSET MANAGEMENT INC. Service code 27 11516 MIRACLE HILLS DR STE 100 · OMAHA, NE 68154 | Advisory (Plan) | $24,907 |
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $20,515 |
Filed as: BENEFIT PLANS, INC. Service code 13 16924 FRANCES STREET - STE 100 · OMAHA, NE 68130 | Contract Administrator | $12,820 |
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 | $46,732 | $65,376-28.5% | $87,100-46.3% | $65,185-28.3% |
| Participation rate | 86.6% | 75.3%+11.3pp | 76.9%+9.8pp | 70.2%+16.4pp |
| Annual return | 24.23% | 31.27%-7.0pp | 28.19%-4.0pp | 29.38%-5.2pp |
| Employer contribution / active EE | $1,280 | $1,822-29.8% | $2,521-49.3% | $2,177-41.2% |
| Participant deferral / active EE | $2,968 | $3,388-12.4% | $4,049-26.7% | $3,514-15.5% |
| Admin fee / account holder | $13 | $520-97.5% | $7,497-99.8% | $847-98.5% |