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 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $53,413 |
Filed as: IRON-CO-FID--COMPREHENSIVE Service code 27 · EIN 26-2409128 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Advisory (Plan) | $5,916 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 · EIN 13-4238973 154 HANSEN ROAD, SUITE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $1,575 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $69,862 | $63,114+10.7% | $92,893-24.8% | $65,185+7.2% |
| Participation rate | 92.2% | 68.8%+23.5pp | 76.0%+16.2pp | 70.2%+22.0pp |
| Annual return | 27.77% | 28.75%-1.0pp | 109.41%-81.6pp | 29.38%-1.6pp |
| Employer contribution / active EE | $4,183 | $2,571+62.7% | $3,653+14.5% | $2,177+92.2% |
| Participant deferral / active EE | $2,961 | $3,108-4.7% | $4,236-30.1% | $3,514-15.7% |
| Admin fee / account holder | $464 | $624-25.7% | $5,794-92.0% | $847-45.3% |