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 |
|---|---|---|
PRUNEYARD FINANCIAL GROUP, INC.4+ years Service code 26 · EIN 77-0445521 1999 S BASCOM AVE, SUITE 990 · CAMPBELL, CA 95008 | Advisory (Participants) | $110,200 |
PLAN DESIGN CONSULTANTS, INC.4+ years Service code 13 · EIN 94-2936206 1111 TRITON DRIVE · FOSTER CITY, CA 94404 | Contract Administrator | $57,131 |
NATIONWIDE4+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $26,445 |
Filed as: KESTRA INVESTMENT SERVICES, Service code 27 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Advisory (Plan) | $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 | $25,210 | $407,990-93.8% | $121,196-79.2% | $75,289-66.5% |
| Participation rate | 97.3% | 59.5%+37.8pp | 71.7%+25.6pp | 72.4%+24.9pp |
| Annual return | -5.65% | 2.93%-8.6pp | 16.93%-22.6pp | -0.04%-5.6pp |
| Employer contribution / active EE | $1,052 | $1,846-43.0% | $4,022-73.8% | $2,405-56.3% |
| Participant deferral / active EE | $2,143 | $2,201-2.6% | $3,344-35.9% | $3,739-42.7% |
| Admin fee / account holder | $136 | $455-70.0% | $5,019-97.3% | $102+33.2% |