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 |
|---|---|---|
NATIONWIDE8+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $58,922 |
TRITON SERVICES CORPORATION8+ years Service code 16 · EIN 11-3187413 4114 LEGATO RD · FAIRFAX, VA 22033 | Consulting | $23,244 |
JOHN BURDETTE & ASSOCIATES8+ years Service code 10 · EIN 55-0738771 P.O. BOX 418 · BUCKHANNON, WV 26201 | Accounting | $8,000 |
MONEY CONCEPTS CAPITAL CORP4 years Service code 33 11440 NORTH JOG RD · PALM BEACH GARDENS, FL 33418 | Securities brokerage | $8,000 |
Participant contribution per participant 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 | $34,448 | $51,197-32.7% | $82,719-58.4% | $66,914-48.5% |
| Participation rate | 99.5% | 67.8%+31.7pp | 72.6%+26.9pp | 69.8%+29.7pp |
| Annual return | -17.11% | -9.64%-7.5pp | 701.18%-718.3pp | 1.58%-18.7pp |
| Employer contribution / active EE | $3,693 | $2,611+41.4% | $3,009+22.7% | $2,544+45.1% |
| Participant deferral / active EE | $387 | $3,458-88.8% | $4,395-91.2% | $4,237-90.9% |
| Admin fee / account holder | $49 | $416-88.3% | $5,329-99.1% | $593-91.8% |