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 |
|---|---|---|
NATIONWIDE1 year Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $45,623 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 26 50082 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 554740000 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,734 | $63,299-35.6% | $91,001-55.2% | $62,292-34.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 31.11% | 20.99%+10.1pp | 4.60%+26.5pp | 28.90%+2.2pp |
| Employer contribution / active EE | $2,213 | $1,807+22.5% | $2,456-9.9% | $2,042+8.4% |
| Participant deferral / active EE | $4,843 | $2,943+64.6% | $3,547+36.5% | $3,169+52.8% |
| Admin fee / account holder | $30 | $468-93.5% | $5,417-99.4% | $479-93.7% |