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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $33,060 |
KEATING & ASSOCIATES, INC.2+ years Service code 15 1011 POYNTZ AVE · MANHATTAN, KS 66502 | Recordkeeping | $7,002 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,135 | $55,453-76.3% | $170,442-92.3% | $62,292-78.9% |
| Participation rate | 80.1% | 66.4%+13.7pp | 83.6%-3.5pp | 69.5%+10.6pp |
| Annual return | 11.04% | 21.38%-10.3pp | 205.93%-194.9pp | 28.90%-17.9pp |
| Employer contribution / active EE | $1,101 | $2,164-49.1% | $5,433-79.7% | $2,042-46.1% |
| Participant deferral / active EE | $980 | $2,303-57.5% | $4,939-80.2% | $3,169-69.1% |
| Admin fee / account holder | $25 | $455-94.5% | $13,880-99.8% | $479-94.8% |