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 |
|---|---|---|
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $61,935 |
IRON-CO-FID-COMPREHENSIVE4 years Filed as: IRON-CO-FID--COMPREHENSIVE Service code 27 · EIN 26-2409128 5440 W 110TH ST · SHAWNEE MISSION, KS 66211 | Advisory (Plan) | $6,671 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 · EIN 13-4238973 154 HANSEN ROAD, SUITE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $2,025 |
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 | $85,403 | $64,119+33.2% | $112,228-23.9% | $66,914+27.6% |
| Participation rate | 80.3% | 68.5%+11.8pp | 75.1%+5.2pp | 69.8%+10.5pp |
| Annual return | -15.18% | -13.81%-1.4pp | 27.45%-42.6pp | 1.58%-16.8pp |
| Employer contribution / active EE | $1,546 | $3,005-48.6% | $3,635-57.5% | $2,544-39.2% |
| Participant deferral / active EE | $4,064 | $3,693+10.0% | $4,728-14.1% | $4,237-4.1% |
| Admin fee / account holder | $527 | $625-15.7% | $6,410-91.8% | $593-11.2% |