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 |
|---|---|---|
MONEY CONCEPTS CAPITAL CORP6 years Service code 33 11440 NORTH JOG RD · PALM BEACH GARDENS, FL 33418 | Securities brokerage | $40,353 |
NATIONWIDE10+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $34,562 |
TRITON SERVICES CORPORATION10+ years Service code 16 · EIN 11-3187413 4114 LEGATO RD · FAIRFAX, VA 22033 | Consulting | $16,413 |
JOHN BURDETTE & ASSOCIATES10+ years Service code 10 · EIN 55-0738771 P.O. BOX 418 · BUCKHANNON, WV 26201 | Accounting | $9,000 |
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 | $42,150 | $60,323-30.1% | $81,812-48.5% | $74,495-43.4% |
| Participation rate | 99.5% | 62.9%+36.7pp | 72.3%+27.2pp | 67.2%+32.3pp |
| Annual return | 11.71% | 16.90%-5.2pp | 773.79%-762.1pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $3,985 | $2,620+52.1% | $2,912+36.8% | $2,623+51.9% |
| Participant deferral / active EE | $409 | $3,387-87.9% | $4,319-90.5% | $4,346-90.6% |
| Admin fee / account holder | $25 | $1,486-98.3% | $7,386-99.7% | $1,942-98.7% |