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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $53,619 |
KEATING & ASSOCIATES, INC.2 years Filed as: KEATING AND ASSOCIATES, INC. Service code 15 1011 POYNTZ AVE · MANHATTAN, KS 66503 | Recordkeeping | $5,323 |
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 | $86,467 | $91,019-5.0% | $392,568-78.0% | $72,985+18.5% |
| Participation rate | 94.7% | 74.4%+20.3pp | 78.1%+16.6pp | 69.5%+25.2pp |
| Annual return | 18.58% | 20.00%-1.4pp | 24.42%-5.8pp | 81.00%-62.4pp |
| Employer contribution / active EE | $1,396 | $2,751-49.3% | $3,783-63.1% | $2,440-42.8% |
| Participant deferral / active EE | $4,517 | $4,570-1.1% | $5,985-24.5% | $3,607+25.2% |
| Admin fee / account holder | $10 | $4,895-99.8% | $6,260-99.8% | $5,124-99.8% |