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 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $54,631 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON-CO-FID--COMPREHENSIVE Service code 27 · EIN 26-2409128 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Advisory (Plan) | $5,504 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 · EIN 13-4238973 154 HANSEN ROAD, SUITE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $2,490 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,109 | $69,362+31.4% | $101,248-10.0% | $73,488+24.0% |
| Participation rate | 93.1% | 68.4%+24.7pp | 75.8%+17.3pp | 70.7%+22.4pp |
| Annual return | 16.52% | 18.46%-1.9pp | 46.47%-30.0pp | 28.51%-12.0pp |
| Employer contribution / active EE | $1,127 | $2,628-57.1% | $3,660-69.2% | $2,270-50.3% |
| Participant deferral / active EE | $3,634 | $3,300+10.1% | $4,370-16.9% | $3,740-2.8% |
| Admin fee / account holder | $518 | $704-26.4% | $5,945-91.3% | $513+0.9% |