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 8-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 ADVISORS4 years Service code 13 · EIN 82-3941866 1751 PINNACLE DR · MCLEAN, VA 22102 | Contract Administrator | $32,979 |
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $18,220 |
UHY LLP3 years Service code 10 P.O. BOX 72243 · CLEVELAND, OH 44192 | Accounting | $13,500 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $12,786 |
COASTAL PENSION SERVICES5 years Service code 13 · EIN 52-2048790 7230 LEE DEFOREST DR · COLUMBIA, MD 21046 | Contract Administrator | $2,425 |
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 | $66,753 | $102,382-34.8% | $147,005-54.6% | $80,874-17.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.86% | 134.89%-119.0pp | 418.76%-402.9pp | 35.62%-19.8pp |
| Employer contribution / active EE | $2,701 | $3,715-27.3% | $4,934-45.3% | $2,756-2.0% |
| Participant deferral / active EE | $5,370 | $6,646-19.2% | $8,070-33.5% | $4,297+25.0% |
| Admin fee / account holder | $402 | $7,942-94.9% | $13,006-96.9% | $6,935-94.2% |