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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $40,867 |
IRON-CO-FID-COMPREHENSIVE4+ years Filed as: IRON ADMINISTRATION, LLC Service code 17 660 DUNDEE ROAD · NORTHBROOK, IL 60062 | Pension Consulting | $9,719 |
EQUITY SERVICES INC4+ years Filed as: EQUITY SERVICES Service code 49 ONE NATIONAL LIFE DRIVE · MONTPELIER, VT 05604 | Other Services | $0 |
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 | $68,420 | $42,548+60.8% | $74,550-8.2% | $56,287+21.6% |
| Participation rate | 71.2% | 60.5%+10.7pp | 69.1%+2.0pp | 69.9%+1.3pp |
| Annual return | -5.68% | 12.40%-18.1pp | 32.53%-38.2pp | -9.96%+4.3pp |
| Employer contribution / active EE | $499 | $855-41.7% | $1,961-74.6% | $2,111-76.4% |
| Participant deferral / active EE | $4,302 | $2,277+88.9% | $3,108+38.4% | $3,350+28.4% |
| Admin fee / account holder | $556 | $467+19.0% | $5,060-89.0% | $521+6.7% |