See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 38 · EIN 31-4156830 | Participant Communication | $69,076 |
ALLIANZ GLOBAL INVESTORS6+ years Filed as: ALLIANZ Service code 28 · EIN 41-1366075 | Investment Management | $57,266 |
RAYMOND JAMES FINANCIAL SERVICES6+ years Service code 28 · EIN 59-1531281 | Investment Management | $31,975 |
BLUE BENEFITS CONSULTING, INC.6+ years Filed as: BLUE BENEFITS CONSULTING Service code 64 · EIN 35-1907899 | Recordkeeping Fees | $15,938 |
JACKSON SQUARE PARTNERS6+ years Filed as: JACKSON NATIONAL LIFE INSURANCE COM Service code 22 · EIN 38-1659835 | Insurance Broker | $15,176 |
TIAA4 years Service code 28 · EIN 59-3531592 | Investment Management | $13,000 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB Service code 28 · EIN 94-1737782 | Investment Management | $9,617 |
Filed as: PRUDENTIAL SECURITIES Service code 28 · EIN 22-1211670 | Investment Management | $9,568 |
Filed as: MERRILL LYNCH Service code 28 · EIN 13-3180817 | Investment Management | $6,724 |
Filed as: FIDELITY INVESTMENTS Service code 28 · EIN 04-3523567 | Investment Management | $4,816 |
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 | $188,205 | $58,879+219.6% | $178,490+5.4% | $73,488+156.1% |
| Participation rate | 99.5% | 66.2%+33.3pp | 81.9%+17.6pp | 70.7%+28.8pp |
| Annual return | 12.47% | 24.86%-12.4pp | 151.07%-138.6pp | 28.51%-16.0pp |
| Employer contribution / active EE | $8,793 | $2,236+293.2% | $5,011+75.5% | $2,270+287.3% |
| Participant deferral / active EE | $6,144 | $2,567+139.3% | $5,202+18.1% | $3,740+64.3% |
| Admin fee / account holder | $663 | $400+65.5% | $13,984-95.3% | $513+29.2% |