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 |
|---|---|---|
NATIONWIDE1 year Service code 15 | Recordkeeping | $48,551 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 99 | Other Fees | $39,680 |
INTAC ACTUARIAL SERVICES1 year Filed as: INTAC ACTUARIAL SERVICES INC Service code 15 | Recordkeeping | $7,894 |
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 | $67,646 | $89,739-24.6% | $149,718-54.8% | $62,292+8.6% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 20.28% | 21.01%-0.7pp | 1501.63%-1481.4pp | 28.90%-8.6pp |
| Employer contribution / active EE | $13,213 | $3,233+308.7% | $5,445+142.7% | $2,042+547.0% |
| Participant deferral / active EE | $11,712 | $4,797+144.1% | $6,569+78.3% | $3,169+269.6% |
| Admin fee / account holder | $47 | $551-91.6% | $11,283-99.6% | $479-90.3% |