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 |
|---|---|---|
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $27,391 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 10 · EIN 59-2617265 1 N JEFFERSON AVE · SAINT LOUIS, MO 63103 | Accounting | $13,720 |
THE VANGUARD GROUP, INC.1 year Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $3,848 |
Filed as: NATIONAL BENEFIT SERVICES LLC Service code 15 · EIN 20-3886993 430 W 7TH STREET · KANSAS CITY, MO 641051407 | Recordkeeping | $2,154 |
ACAS, LLC5 years Service code 10 · EIN 45-5437572 5531 CANCHA DE GOLF STE 206 · RANCHO SANTA FE, CA 92091 | Accounting | $2,046 |
PREMIER PLAN CONSULTANTS1 year Service code 13 · EIN 82-0986372 6215 FERRIS SQUARE · SAN DIEGO, CA 92121 | Contract Administrator | $1,850 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,817 | $48,335+13.4% | $121,098-54.7% | $71,457-23.3% |
| Participation rate | 82.7% | 54.3%+28.4pp | 69.5%+13.2pp | 67.9%+14.7pp |
| Annual return | 24.55% | 23.32%+1.2pp | 985.75%-961.2pp | 28.85%-4.3pp |
| Employer contribution / active EE | $3,744 | $1,489+151.5% | $4,164-10.1% | $2,588+44.7% |
| Participant deferral / active EE | $7,106 | $2,754+158.0% | $4,080+74.2% | $4,289+65.7% |
| Admin fee / account holder | $111 | $1,841-93.9% | $5,644-98.0% | $1,587-93.0% |