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 |
|---|---|---|
NATIONWIDE3+ years Service code 28 · EIN 31-4156830 | Investment Management | $44,073 |
Filed as: MATTHEWS GOLD KENNEDY & SNOW INC Service code 11 · EIN 86-1001235 | Actuarial | $10,748 |
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 | $20,892 | $55,453-62.3% | $170,442-87.7% | $62,292-66.5% |
| Participation rate | 81.0% | 66.4%+14.6pp | 83.6%-2.6pp | 69.5%+11.5pp |
| Annual return | 13.01% | 21.38%-8.4pp | 205.93%-192.9pp | 28.90%-15.9pp |
| Employer contribution / active EE | $1,791 | $2,164-17.2% | $5,433-67.0% | $2,042-12.3% |
| Participant deferral / active EE | $1,571 | $2,303-31.8% | $4,939-68.2% | $3,169-50.4% |
| Admin fee / account holder | $261 | $455-42.7% | $13,880-98.1% | $479-45.6% |