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+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $50,417 |
SECURITIES AMERICA INC1+ years Filed as: SECURITIES AMERICA Service code 55 12325 PORT GRACE BLVD · LAVISTA, NE 681280001 | Other Commissions | $0 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 55 · EIN 13-2638166 | Other Commissions | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,046 | $37,117-5.6% | $147,614-76.3% | $55,191-36.5% |
| Participation rate | 93.7% | 63.6%+30.1pp | 84.6%+9.1pp | 69.2%+24.6pp |
| Annual return | -0.44% | 3.44%-3.9pp | 61.98%-62.4pp | 10.78%-11.2pp |
| Employer contribution / active EE | $1,919 | $1,620+18.4% | $5,564-65.5% | $1,899+1.1% |
| Participant deferral / active EE | $4,160 | $1,985+109.5% | $4,895-15.0% | $3,046+36.6% |
| Admin fee / account holder | $0 | $86-100.0% | $11,611-100.0% | $91-100.0% |