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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $232,314 |
PENTEGRA SERVICES, INC.5 years Filed as: A P S - PENTEGRA Service code 13 · EIN 13-3892096 6830 COMMERCE COURT DR · BLACKLICK, OH 43004 | Contract Administrator | $47,332 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 13 · EIN 13-3745616 6830 COMMERCE COURT DR · BLACKLICK, OH 43004 | Contract Administrator | $25,175 |
Service code 26 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Participants) | $0 |
TBS AGENCY INC1 year Filed as: TBS AGENCY Service code 26 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 525568757 | Advisory (Participants) | $0 |
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 | $47,021 | $42,353+11.0% | $79,550-40.9% | $64,808-27.4% |
| Participation rate | 85.9% | 64.8%+21.1pp | 69.5%+16.4pp | 71.5%+14.4pp |
| Annual return | -13.97% | -12.24%-1.7pp | 0.16%-14.1pp | 32.82%-46.8pp |
| Employer contribution / active EE | $804 | $1,181-31.9% | $2,413-66.7% | $2,506-67.9% |
| Participant deferral / active EE | $5,531 | $3,170+74.5% | $3,985+38.8% | $4,310+28.3% |
| Admin fee / account holder | $393 | $160+146.2% | $6,832-94.3% | $188+109.2% |