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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $73,197 |
NFP RETIREMENT INC2+ years Filed as: NFP ADVISOR SERVICES Service code 15 | Recordkeeping | $26,350 |
NFP RETIREMENT INC2+ years Filed as: NFP SECURITIES, INC. Service code 19 1250 CAPTIAL OF TEXAS HIGHWAY S · AUSTIN, TX 78746 | Securities Custodian | $26,350 |
TRINITY PENSION CONSULTANTS2+ years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 11 · EIN 20-4548831 202 MONTROSE WEST AVE. #290 · COPLEY, OH 44321 | Actuarial | $17,062 |
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN NATIONAL CORP (CR27710) Service code 13 · EIN 35-1140070 | Contract Administrator | $1,125 |
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN NATIONAL CORP (EX27710) Service code 13 · EIN 35-1140070 | Contract Administrator | $375 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,170 | $36,916-4.7% | $156,549-77.5% | $57,658-39.0% |
| Participation rate | 85.3% | 63.4%+21.9pp | 84.0%+1.3pp | 70.2%+15.1pp |
| Annual return | 6.41% | 12.38%-6.0pp | 32.23%-25.8pp | 5.13%+1.3pp |
| Employer contribution / active EE | $2,998 | $1,571+90.9% | $5,501-45.5% | $1,974+51.9% |
| Participant deferral / active EE | $2,173 | $1,926+12.9% | $4,871-55.4% | $3,061-29.0% |
| Admin fee / account holder | $96 | $82+16.9% | $13,027-99.3% | $95+2.0% |