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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $185,942 |
PENSION ASSURANCE LLP5 years Filed as: KB PENSION SERVICES Service code 13 · EIN 65-0721164 9423 TOWN CENTER PKWY · LAKEWOOD RANCH, FL 34202 | Contract Administrator | $18,195 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES OF AMERICA Service code 28 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Investment Management | $0 |
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 | $49,046 | $52,293-6.2% | $178,490-72.5% | $73,409-33.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 14.45% | 34.75%-20.3pp | 151.07%-136.6pp | 59.29%-44.8pp |
| Employer contribution / active EE | $2,190 | $1,735+26.2% | $5,011-56.3% | $2,234-1.9% |
| Participant deferral / active EE | $4,441 | $2,332+90.4% | $5,202-14.6% | $3,805+16.7% |
| Admin fee / account holder | $195 | $127+53.1% | $13,984-98.6% | $158+23.5% |