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 | $64,337 |
Service code 15 1011 POYNTZ AVE · MANHATTAN, KS 66502 | Recordkeeping | $6,398 |
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 | $73,732 | $60,165+22.5% | $74,183-0.6% | $55,167+33.7% |
| Participation rate | 82.3% | 74.2%+8.2pp | 76.6%+5.7pp | 69.0%+13.3pp |
| Annual return | 8.45% | 10.00%-1.5pp | 17.74%-9.3pp | 169.23%-160.8pp |
| Employer contribution / active EE | $971 | $1,600-39.3% | $2,370-59.0% | $1,963-50.5% |
| Participant deferral / active EE | $2,226 | $2,973-25.1% | $3,550-37.3% | $3,054-27.1% |
| Admin fee / account holder | $14 | $419-96.6% | $5,586-99.7% | $504-97.2% |