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 |
|---|---|---|
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $63,676 |
IRON-CO-FID-COMPREHENSIVE3 years Filed as: IRON-CO-FID--COMPREHENSIVE Service code 27 · EIN 26-2409128 5440 W 110TH ST · SHAWNEE MISSION, KS 66211 | Advisory (Plan) | $7,237 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 · EIN 13-4238973 154 HANSEN ROAD, SUITE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $1,340 |
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 | $98,397 | $77,660+26.7% | $109,143-9.8% | $79,386+23.9% |
| Participation rate | 79.3% | 67.8%+11.5pp | 75.9%+3.4pp | 70.7%+8.6pp |
| Annual return | 15.83% | 23.44%-7.6pp | 25.75%-9.9pp | 116.85%-101.0pp |
| Employer contribution / active EE | $1,346 | $2,797-51.9% | $3,722-63.8% | $2,427-44.6% |
| Participant deferral / active EE | $3,780 | $3,518+7.5% | $4,653-18.8% | $4,046-6.6% |
| Admin fee / account holder | $547 | $732-25.2% | $6,752-91.9% | $626-12.6% |