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 · EIN 31-4156830 | Recordkeeping | $69,411 |
BENEFIT PROFESSIONALS, INC.4+ years Service code 16 · EIN 90-1118690 | Consulting | $51,572 |
PROEQUITIES INC4+ years Filed as: PROEQUITIES Service code 26 | Advisory (Participants) | $34,424 |
MDA1 year Filed as: MDA PROFESSIONAL GRP PC Service code 10 PO BOX 11407 · BIRMINGHAM, AL 352460440 | Accounting | $7,000 |
CLS INVESTMENTS3 years Filed as: CLS INVESTEMENTS Service code 17 · EIN 13-4109249 | Pension Consulting | $3,178 |
PROEQUITIES INC4+ years Filed as: PROEQUITIES, INC. Service code 17 · EIN 13-4109249 | Pension Consulting | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,686 | $62,267-66.8% | $110,238-81.2% | $55,725-62.9% |
| Participation rate | 81.7% | 78.1%+3.6pp | 79.8%+1.9pp | 70.9%+10.9pp |
| Annual return | -6.81% | -1.07%-5.7pp | 314.74%-321.5pp | 244.93%-251.7pp |
| Employer contribution / active EE | $1,684 | $1,941-13.3% | $3,826-56.0% | $2,078-19.0% |
| Participant deferral / active EE | $2,034 | $3,516-42.2% | $4,672-56.5% | $3,356-39.4% |
| Admin fee / account holder | $130 | $121+7.6% | $8,547-98.5% | $115+12.9% |