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 |
|---|---|---|
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $247,713 |
PENTEGRA SERVICES, INC.6 years Filed as: A P S - PENTEGRA Service code 13 · EIN 13-3892096 6830 COMMERCE COURT DR · BLACKLICK, OH 43004 | Contract Administrator | $46,995 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES INC Service code 13 · EIN 13-3745616 6830 COMMERCE COURT DR · BLACKLICK, OH 43004 | Contract Administrator | $27,416 |
Service code 26 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Participants) | $0 |
TBS AGENCY INC2 years 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 | $42,506 | $53,165-20.0% | $86,188-50.7% | $74,419-42.9% |
| Participation rate | 97.0% | 64.9%+32.1pp | 69.0%+28.0pp | 70.7%+26.3pp |
| Annual return | 15.00% | 22.64%-7.6pp | 1168.45%-1153.5pp | 34.38%-19.4pp |
| Employer contribution / active EE | $805 | $1,210-33.5% | $2,380-66.2% | $2,637-69.5% |
| Participant deferral / active EE | $5,517 | $3,234+70.6% | $3,985+38.4% | $4,528+21.8% |
| Admin fee / account holder | $320 | $551-42.0% | $6,852-95.3% | $348-8.1% |