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 |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $48,020 |
SAGEPOINT FINANCIAL INC2 years Filed as: FSC SECURITIES CORP Service code 27 | Advisory (Plan) | $17,400 |
Filed as: IRON-CO-FID COMPREHENSIVE Service code 26 · EIN 26-2409128 5440 W 110TH ST · SHAWNEE MISSION, KS 66211 | Advisory (Participants) | $6,302 |
BSP CONSULTING2 years Service code 65 · EIN 26-1145434 PO BOX 1087 · OLDSMAR, FL 34677 | Account Maintenance | $3,750 |
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 10 EXCHANGE PLACE, SUITE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $1,818 |
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 26 · EIN 31-4156830 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Advisory (Participants) | $1,576 |
SAGEPOINT FINANCIAL INC1 year Filed as: FSC SECURITIES CORPORATION Service code 27 2300 WINDY RIDGE PKWY #750 · ATLANTA, GA 30339 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,321 | $61,272-73.4% | $149,673-89.1% | $71,457-77.2% |
| Participation rate | 93.2% | 62.5%+30.7pp | 78.8%+14.4pp | 67.9%+25.3pp |
| Annual return | 15.43% | 35.85%-20.4pp | 134.42%-119.0pp | 28.85%-13.4pp |
| Employer contribution / active EE | $3,226 | $2,378+35.7% | $4,818-33.0% | $2,588+24.7% |
| Participant deferral / active EE | $1,571 | $2,917-46.1% | $5,680-72.3% | $4,289-63.4% |
| Admin fee / account holder | $19 | $1,261-98.5% | $13,210-99.9% | $1,587-98.8% |