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 |
|---|---|---|
NATIONWIDE6 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $92,876 |
J W COLE FINANCIAL INC1 year Filed as: JW COLE FINANCIAL, INC. Service code 55 4301 ANCHOR PLAZA PKWY · TAMPA, FL 33634 | Other Commissions | $52,999 |
PENSION ASSURANCE LLP6 years Filed as: THE PENSION SERVICE INC Service code 15 468 GREAT ROAD · ACTON, MA 01720 | Recordkeeping | $14,966 |
J W COLE FINANCIAL INC1 year Filed as: JW COLE INS SERVICES, INC. Service code 55 4301 ANCHOR PLAZA PKWY, SUITE 450 · TAMPA, FL 33634 | Other Commissions | $2,436 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,536 | $56,114+56.0% | $96,139-8.9% | $85,850+2.0% |
| Participation rate | 98.9% | 56.7%+42.2pp | 68.4%+30.5pp | 69.3%+29.6pp |
| Annual return | 13.13% | 42.30%-29.2pp | 191.94%-178.8pp | 318.53%-305.4pp |
| Employer contribution / active EE | $7,590 | $1,620+368.6% | $2,797+171.4% | $2,565+195.9% |
| Participant deferral / active EE | $7,358 | $2,859+157.3% | $4,349+69.2% | $3,952+86.2% |
| Admin fee / account holder | $620 | $3,768-83.6% | $5,537-88.8% | $6,260-90.1% |