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 9-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 |
|---|---|---|
POINTOAK RETIREMENT AVDISORS1 year Service code 13 · EIN 82-3941866 1751 PINNACLE DR · MCLEAN, VA 22102 | Contract Administrator | $38,211 |
NATIONWIDE6 years Service code 15 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $36,704 |
PROACCOUNT2 years Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $14,811 |
COASTAL PENSION SERVICES6 years Service code 13 · EIN 52-2048790 7230 LEE DEFOREST DR · COLUMBIA, MD 21046 | Contract Administrator | $6,121 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,417 | $109,881-31.4% | $150,045-49.7% | $84,808-11.1% |
| Participation rate | 99.0% | 76.1%+22.9pp | 82.3%+16.7pp | 68.3%+30.7pp |
| Annual return | 17.11% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,747 | $3,561-22.9% | $4,693-41.5% | $2,631+4.4% |
| Participant deferral / active EE | $5,265 | $6,636-20.7% | $7,997-34.2% | $4,212+25.0% |
| Admin fee / account holder | $473 | $8,568-94.5% | $13,435-96.5% | $7,344-93.6% |