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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $164,020 |
PENSION ASSURANCE LLP3 years Filed as: KB PENSION SERVICES Service code 13 · EIN 65-0721164 | Contract Administrator | $25,003 |
SECURITIES AMERICA INC4+ years Filed as: SECURITIES AMERICA Service code 28 12325 PORT GRACE BLVD · LAVISTA, NE 681280001 | Investment Management | $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 | $36,804 | $37,196-1.1% | $154,107-76.1% | $55,725-34.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -5.67% | 1319.68%-1325.3pp | 735.12%-740.8pp | 244.93%-250.6pp |
| Employer contribution / active EE | $2,151 | $1,614+33.3% | $5,298-59.4% | $2,078+3.5% |
| Participant deferral / active EE | $4,264 | $2,068+106.1% | $5,081-16.1% | $3,356+27.1% |
| Admin fee / account holder | $219 | $102+115.9% | $13,411-98.4% | $115+90.4% |