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 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $42,929 |
Filed as: SUMMIT BENEFIT & ACTUARIAL SVCS Service code 11 · EIN 93-1098102 PO BOX 10108 · EUGENE, OR 97402 | Actuarial | $7,453 |
Filed as: VOYA FINANCIAL ADVISORS, INC. Service code 26 · EIN 41-0945505 909 LOCUST ST. · DES MOINES, IA 503092803 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,507 | $55,453-61.2% | $170,442-87.4% | $62,292-65.5% |
| Participation rate | 73.6% | 66.4%+7.3pp | 83.6%-10.0pp | 69.5%+4.1pp |
| Annual return | 20.24% | 21.38%-1.1pp | 205.93%-185.7pp | 28.90%-8.7pp |
| Employer contribution / active EE | $695 | $2,164-67.9% | $5,433-87.2% | $2,042-66.0% |
| Participant deferral / active EE | $2,213 | $2,303-3.9% | $4,939-55.2% | $3,169-30.2% |
| Admin fee / account holder | $14 | $455-96.9% | $13,880-99.9% | $479-97.1% |