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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $44,434 |
BENEFIT PROFESSIONALS, INC.5+ years Service code 16 · EIN 63-0913824 PO BOX 1789 · ALBERTVILLE, AL 359500030 | Consulting | $37,537 |
MDA1 year Filed as: MDA PROFESSIONAL GROUP Service code 10 PO BOX 11407 · BIRMINGHAM, AL 35246 | Accounting | $7,000 |
CLS INVESTMENTS1 year Service code 17 · EIN 13-4109249 17605 WRIGHT ST. · OMAHA, NE 68130 | Pension Consulting | $4,226 |
STIFEL NICOLAUS & CO INC1 year Service code 55 501 N BROADWAY · ST LOUIS, MO 63102 | Other Commissions | $1,699 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $50 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
PROEQUITIES INC1 year Service code 17 · EIN 13-4109249 2801 HIGHWAY 280 SOUTH · BIRMINGHAM, AL 352230518 | 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 | $25,112 | $73,404-65.8% | $87,100-71.2% | $67,579-62.8% |
| Participation rate | 77.5% | 80.9%-3.3pp | 76.9%+0.6pp | 71.3%+6.2pp |
| Annual return | 17.88% | 48.29%-30.4pp | 28.19%-10.3pp | 378.56%-360.7pp |
| Employer contribution / active EE | $1,758 | $2,014-12.7% | $2,521-30.3% | $2,148-18.1% |
| Participant deferral / active EE | $2,160 | $3,913-44.8% | $4,049-46.7% | $3,539-39.0% |
| Admin fee / account holder | $255 | $142+79.9% | $7,497-96.6% | $142+79.1% |