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 |
|---|---|---|
NATIONWIDE8 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $69,909 |
J W COLE FINANCIAL INC3 years Filed as: JW COLE FINANCIAL, INC. Service code 55 4301 ANCHOR PLAZA PKWY · TAMPA, FL 33634 | Other Commissions | $44,126 |
PENSION ASSURANCE LLP8 years Filed as: THE PENSION SERVICE INC Service code 15 468 GREAT ROAD · ACTON, MA 01720 | Recordkeeping | $13,566 |
J W COLE FINANCIAL INC3 years Filed as: JW COLE INS SERVICES, INC. Service code 55 4301 ANCHOR PLAZA PKWY, SUITE 450 · TAMPA, FL 33634 | Other Commissions | $3,230 |
Filed as: IRON-CO-FID-3(21) Service code 55 · EIN 26-2409128 5440 W. 110TH STREET · SHAWNEE MISSION, KS 66211 | Other Commissions | $504 |
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 | $96,317 | $49,922+92.9% | $80,569+19.5% | $75,163+28.1% |
| Participation rate | 89.5% | 55.3%+34.2pp | 67.0%+22.5pp | 67.2%+22.3pp |
| Annual return | 17.01% | 34.69%-17.7pp | 935.43%-918.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $6,332 | $1,698+272.9% | $2,723+132.5% | $2,670+137.2% |
| Participant deferral / active EE | $6,775 | $2,990+126.6% | $4,447+52.3% | $4,125+64.2% |
| Admin fee / account holder | $532 | $3,577-85.1% | $5,377-90.1% | $5,651-90.6% |