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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $47,048 |
Filed as: MEEDER ADVISORY SERVICES INC Service code 49 · EIN 31-1332744 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Other Services | $13,583 |
AMERICA'S 401K, INC.2+ years Filed as: AMERICA'S 401K INC Service code 13 · EIN 46-1923855 8131 LBJ FREEWAY · DALLAS, TX 75251 | Contract Administrator | $12,052 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA INVESTMENT MANAGEMENT Service code 22 | Insurance Broker | $10,492 |
MSI FINANCIAL SERVICES INC.1+ years Filed as: MSI FINANCIAL SERVICES, INC. Service code 22 WOODWARD BUILDING · CHARLOTTE, NC 28277 | Insurance Broker | $5,751 |
NFP RETIREMENT INC2+ years Filed as: NFP SECURITIES Service code 22 1250 CAPITAL OF TEXAS · AUSTIN, TX 787463300 | Insurance Broker | $5,358 |
AMERICAS 401K, INC.1+ years Service code 13 | Contract Administrator | $3,574 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES INC. Service code 22 | Insurance Broker | $1,004 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 27 1250 CAPITAL OF TEXAS, HWY S · AUSTIN, TX 787463300 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,368 | $74,089-64.4% | $133,980-80.3% | $55,167-52.2% |
| Participation rate | 84.1% | 84.3%-0.1pp | 87.1%-2.9pp | 69.0%+15.1pp |
| Annual return | 4.02% | 12.11%-8.1pp | 29.30%-25.3pp | 169.23%-165.2pp |
| Employer contribution / active EE | $903 | $3,064-70.5% | $5,211-82.7% | $1,963-54.0% |
| Participant deferral / active EE | $2,984 | $4,678-36.2% | $6,282-52.5% | $3,054-2.3% |
| Admin fee / account holder | $310 | $458-32.3% | $9,324-96.7% | $504-38.4% |