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 | $36,163 |
IRON-CO-FID-COMPREHENSIVE5+ years Filed as: IRON ADMINISTRATION, LLC Service code 17 660 DUNDEE ROAD · NORTHBROOK, IL 60062 | Pension Consulting | $10,071 |
EQUITY SERVICES INC5+ years Filed as: EQUITY SERVICES Service code 49 ONE NATIONAL LIFE DRIVE · MONTPELIER, VT 05604 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $84,083 | $49,138+71.1% | $84,015+0.1% | $65,185+29.0% |
| Participation rate | 63.8% | 60.7%+3.0pp | 69.0%-5.2pp | 70.2%-6.4pp |
| Annual return | 22.82% | 23.00%-0.2pp | 71.31%-48.5pp | 29.38%-6.6pp |
| Employer contribution / active EE | $465 | $914-49.1% | $1,983-76.5% | $2,177-78.6% |
| Participant deferral / active EE | $3,844 | $2,397+60.4% | $3,239+18.7% | $3,514+9.4% |
| Admin fee / account holder | $562 | $543+3.5% | $6,101-90.8% | $847-33.6% |