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 |
|---|---|---|
ADVISOR RESOURCE COUNCIL1 year Service code 22 · EIN 45-5279132 17300 DALLAS PKWY · DALLAS, TX 75218 | Insurance Broker | $8,484 |
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $4,919 |
THE HASLAUER GROUP, INC.1 year Filed as: THE HASLAUER GROUP Service code 15 · EIN 72-1396122 2400 VETERANS MEMORIAL BLVD · KENNER, LA 70062 | Recordkeeping | $3,107 |
ACTIVE GRAPHICS, IC.1 year Filed as: ACTIVE CORE - PASSIVE THROUGH TARGE Service code 22 · EIN 26-2409128 630 DUNDEE RD · NORTHBROOK, IL 60062 | Insurance Broker | $1,305 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPNAY Service code 15 · EIN 31-4156830 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Recordkeeping | $522 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,608 | $81,474-55.1% | $133,956-72.7% | $73,488-50.2% |
| Participation rate | 77.5% | 76.4%+1.1pp | 79.8%-2.4pp | 70.7%+6.8pp |
| Annual return | 9.09% | 19.40%-10.3pp | 45.09%-36.0pp | 28.51%-19.4pp |
| Employer contribution / active EE | $1,816 | $2,209-17.8% | $3,919-53.7% | $2,270-20.0% |
| Participant deferral / active EE | $3,086 | $3,786-18.5% | $5,048-38.9% | $3,740-17.5% |
| Admin fee / account holder | $152 | $713-78.7% | $8,927-98.3% | $513-70.4% |