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 |
|---|---|---|
NATIONWIDE9+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $61,381 |
MONEY CONCEPTS CAPITAL CORP5 years Service code 33 11440 NORTH JOG RD · PALM BEACH GARDENS, FL 33418 | Securities brokerage | $34,057 |
TRITON SERVICES CORPORATION9+ years Service code 16 · EIN 11-3187413 4114 LEGATO RD · FAIRFAX, VA 22033 | Consulting | $20,822 |
JOHN BURDETTE & ASSOCIATES9+ years Service code 10 · EIN 55-0738771 P.O. BOX 418 · BUCKHANNON, WV 26201 | Accounting | $16,500 |
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 | $38,685 | $58,264-33.6% | $86,612-55.3% | $71,457-45.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 16.17% | 21.63%-5.5pp | 591.07%-574.9pp | 28.85%-12.7pp |
| Employer contribution / active EE | $4,080 | $2,574+58.5% | $3,022+35.0% | $2,588+57.7% |
| Participant deferral / active EE | $376 | $3,436-89.1% | $4,438-91.5% | $4,289-91.2% |
| Admin fee / account holder | $77 | $1,057-92.7% | $5,614-98.6% | $1,587-95.1% |