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 9-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+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,166 |
NORTON ROSE FULBRIGHT1+ years Filed as: NORTON RETIREMENT SERVICES, INC. Service code 15 · EIN 86-1009405 | Recordkeeping | $9,717 |
PENSERV PLAN SERVICES, INC.1+ years Filed as: PENSERV PLAN SERVICES, INC Service code 15 102 TRADE ZONE DRIVE · WEST COLUMBIA, SC 29170 | Recordkeeping | $7,379 |
LEGEND EQUITIES CORPORATION1+ years Service code 22 3920 RCA BLVD, SUITE 2004 · PALM BEACH GARDENS, FL 33410 | Insurance Broker | $0 |
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 | $35,103 | $36,916-4.9% | $156,549-77.6% | $57,658-39.1% |
| Participation rate | 87.6% | 63.4%+24.2pp | 84.0%+3.6pp | 70.2%+17.4pp |
| Annual return | 6.82% | 12.38%-5.6pp | 32.23%-25.4pp | 5.13%+1.7pp |
| Employer contribution / active EE | $1,517 | $1,571-3.4% | $5,501-72.4% | $1,974-23.1% |
| Participant deferral / active EE | $2,571 | $1,926+33.5% | $4,871-47.2% | $3,061-16.0% |
| Admin fee / account holder | $182 | $82+121.0% | $13,027-98.6% | $95+92.8% |