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 |
|---|---|---|
NATIONWIDE7+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $76,759 |
MONEY CONCEPTS CAPITAL CORP3 years Service code 33 11440 NORTH JOG RD · PALM BEACH GARDENS, FL 33418 | Securities brokerage | $47,259 |
TRITON SERVICES CORPORATION7+ years Service code 16 · EIN 11-3187413 4114 LEGATO RD · FAIRFAX, VA 22033 | Consulting | $11,132 |
JOHN BURDETTE & ASSOCIATES7+ years Service code 10 · EIN 55-0738771 P.O. BOX 418 · BUCKHANNON, WV 26201 | Accounting | $8,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,155 | $63,745-30.7% | $98,442-55.1% | $79,386-44.4% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | 11.41% | 625.80%-614.4pp | 1492.73%-1481.3pp | 116.85%-105.4pp |
| Employer contribution / active EE | $3,956 | $2,557+54.7% | $2,960+33.7% | $2,427+63.0% |
| Participant deferral / active EE | $515 | $3,303-84.4% | $4,276-88.0% | $4,046-87.3% |
| Admin fee / account holder | $7 | $516-98.6% | $5,949-99.9% | $626-98.8% |