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 | $53,400 |
MONNIER & CO2+ years Service code 10 1055 FAIRINGTON DRIVE · SIDNEY, OH 453650459 | Accounting | $9,500 |
NILES LANKFORD GROUP, INC.2+ years Service code 49 1500 NORTH OAK DRIVE · PLYMOUTH, IN 465633431 | Other Services | $8,760 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $59,092 | $56,629+4.4% | $77,999-24.2% | $55,167+7.1% |
| Participation rate | 89.2% | 73.3%+15.9pp | 75.5%+13.7pp | 69.0%+20.2pp |
| Annual return | 8.23% | 2866.98%-2858.8pp | 425.96%-417.7pp | 169.23%-161.0pp |
| Employer contribution / active EE | $1,209 | $1,723-29.8% | $2,470-51.0% | $1,963-38.4% |
| Participant deferral / active EE | $3,549 | $2,777+27.8% | $3,497+1.5% | $3,054+16.2% |
| Admin fee / account holder | $724 | $467+55.2% | $5,480-86.8% | $504+43.6% |