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 year Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $55,163 |
Service code 26 | Advisory (Participants) | $32,055 |
SENTINEL PENSION LLC1 year Filed as: SENTINEL PENSION Service code 10 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Accounting | $11,859 |
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 26 POST OFFICE BOX 14527 · ST. PETERSBURG, FL 33716 | Advisory (Participants) | $2,949 |
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 | $90,109 | $98,750-8.7% | $149,696-39.8% | $79,858+12.8% |
| Participation rate | 78.0% | 75.8%+2.2pp | 82.5%-4.5pp | 69.6%+8.4pp |
| Annual return | 19.71% | 27.43%-7.7pp | 276.60%-256.9pp | 31.71%-12.0pp |
| Employer contribution / active EE | $3,148 | $3,216-2.1% | $4,644-32.2% | $2,471+27.4% |
| Participant deferral / active EE | $5,876 | $5,680+3.4% | $6,842-14.1% | $3,740+57.1% |
| Admin fee / account holder | $112 | $6,053-98.1% | $9,309-98.8% | $5,306-97.9% |