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 |
|---|---|---|
GENTRY PRIVATE WEALTH1 year Service code 27 · EIN 27-1611173 515 S MAIN STE 111 · WICHITA, KS 67202 | Advisory (Plan) | $37,500 |
Service code 13 · EIN 13-3180178 207 W 25TH ST FL 9 · NEW YORK, NY 10001 | Contract Administrator | $8,000 |
NATIONWIDE1 year Service code 15 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $6,379 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,568 | $73,360-51.5% | $177,989-80.0% | $74,495-52.3% |
| Participation rate | 84.3% | 66.6%+17.7pp | 77.1%+7.2pp | 67.2%+17.1pp |
| Annual return | 8.09% | 17.49%-9.4pp | 294.48%-286.4pp | 1364.94%-1356.9pp |
| Employer contribution / active EE | $1,310 | $2,216-40.9% | $3,949-66.8% | $2,623-50.1% |
| Participant deferral / active EE | $3,313 | $4,513-26.6% | $6,276-47.2% | $4,346-23.8% |
| Admin fee / account holder | $286 | $1,808-84.2% | $10,363-97.2% | $1,942-85.3% |