See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 38 · EIN 31-4156830 | Participant Communication | $67,641 |
RAYMOND JAMES FINANCIAL SERVICES8+ years Service code 28 · EIN 59-1531281 | Investment Management | $36,373 |
ALLIANZ GLOBAL INVESTORS8+ years Filed as: ALLIANZ Service code 28 · EIN 41-1366075 | Investment Management | $27,693 |
BLUE BENEFITS CONSULTING, INC.8+ years Filed as: BLUE BENEFITS CONSULTING Service code 64 · EIN 31-1252745 | Recordkeeping Fees | $21,585 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB Service code 28 · EIN 94-1737782 | Investment Management | $18,270 |
TIAA6 years Service code 28 · EIN 59-3531592 | Investment Management | $12,989 |
JACKSON SQUARE PARTNERS8+ years Filed as: JACKSON NATIONAL LIFE INSURANCE COM Service code 22 · EIN 38-1659835 | Insurance Broker | $12,732 |
Filed as: PRUDENTIAL SECURITIES Service code 28 · EIN 22-1211670 | Investment Management | $10,798 |
Filed as: MERRILL LYNCH Service code 28 · EIN 13-3180817 | Investment Management | $9,210 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 28 · EIN 20-8764829 | Investment Management | $7,850 |
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 | $153,078 | $65,061+135.3% | $143,757+6.5% | $66,914+128.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -16.67% | -11.14%-5.5pp | -0.04%-16.6pp | 1.58%-18.3pp |
| Employer contribution / active EE | $9,345 | $2,361+295.9% | $4,951+88.8% | $2,544+267.3% |
| Participant deferral / active EE | $6,818 | $2,919+133.6% | $5,637+21.0% | $4,237+60.9% |
| Admin fee / account holder | $545 | $502+8.5% | $14,673-96.3% | $593-8.2% |