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 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $20,810 |
THE RYDING COMPANY1 year Service code 99 · EIN 95-3497679 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Other Fees | $605 |
W & R INSURANCE AGENCY1 year Service code 16 3600 LAMAR AVENUE · SHAWNEE MISSION, KS 662019217 | Consulting | $0 |
LPL FINANCIAL1 year Filed as: WADDELL & REED, INC. Service code 16 6300 LAMAR AVENUE · SHAWNEE MISSION, KS 662019217 | Consulting | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $6,828 | $73,102-90.7% | $123,544-94.5% | $56,287-87.9% |
| Participation rate | 91.0% | 74.3%+16.7pp | 82.3%+8.7pp | 69.9%+21.2pp |
| Annual return | -13.90% | 3.01%-16.9pp | 119.20%-133.1pp | -9.96%-3.9pp |
| Employer contribution / active EE | $1,155 | $2,977-61.2% | $4,628-75.0% | $2,111-45.3% |
| Participant deferral / active EE | $1,661 | $5,423-69.4% | $6,426-74.2% | $3,350-50.4% |
| Admin fee / account holder | $116 | $554-79.0% | $9,284-98.8% | $521-77.7% |