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 |
|---|---|---|
Filed as: MML INVESTORS SERVICES Service code 26 PO BOX 8089 · BOSTON, MA 02266 | Advisory (Participants) | $19,479 |
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,825 |
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 14 · EIN 11-3271022 | Plan Administrator | $4,570 |
IRON-CO-FID-COMPREHENSIVE5 years Filed as: IRON-CO-FID-3(21) Service code 31 · EIN 26-2409128 | Named fiduciary | $1,299 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,509 | $81,900-22.5% | $119,609-46.9% | $68,494-7.3% |
| Participation rate | 85.7% | 71.9%+13.8pp | 79.3%+6.5pp | 67.9%+17.8pp |
| Annual return | -14.74% | -23.82%+9.1pp | -14.97%+0.2pp | -7.84%-6.9pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,385 | $4,148+78.1% | $5,602+31.8% | $4,027+83.4% |
| Admin fee / account holder | $224 | $6,582-96.6% | $10,323-97.8% | $5,403-95.9% |