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 |
|---|---|---|
NATIONWIDE4+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $68,987 |
SAMUEL GOLDSTEIN & CO PC4+ years Filed as: SAMUEL A STEWART Service code 27 101 ELLISON AVE · BECKLEY, WV 25801 | Advisory (Plan) | $34,157 |
TRITON SERVICES CORPORATION4+ years Service code 16 · EIN 11-3187413 4114 LEGATO RD · FAIRFAX, VA 22033 | Consulting | $11,309 |
JOHN BURDETTE & ASSOCIATES4+ years Service code 10 · EIN 55-0738771 P.O. BOX 418 · BUCKHANNON, WV 26201 | Accounting | $6,500 |
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 | $30,883 | $44,873-31.2% | $79,464-61.1% | $56,287-45.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | -6.94% | 0.81%-7.8pp | 718.14%-725.1pp | -9.96%+3.0pp |
| Employer contribution / active EE | $3,319 | $2,140+55.1% | $2,800+18.5% | $2,111+57.2% |
| Participant deferral / active EE | $0 | $2,746-100.0% | $3,704-100.0% | $3,350-100.0% |
| Admin fee / account holder | $40 | $418-90.4% | $5,113-99.2% | $521-92.3% |