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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $40,613 |
IRON-CO-FID-COMPREHENSIVE6+ years Filed as: IRON ADMINISTRATION, LLC Service code 17 660 DUNDEE ROAD · NORTHBROOK, IL 60062 | Pension Consulting | $10,101 |
ESI EQUITY1 year Filed as: ESI FINANCIAL ADVISORS 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,430 | $54,573+74.9% | $90,951+4.9% | $73,488+29.9% |
| Participation rate | 71.3% | 61.2%+10.1pp | 69.0%+2.3pp | 70.7%+0.6pp |
| Annual return | 21.54% | 16.69%+4.9pp | 134.60%-113.1pp | 28.51%-7.0pp |
| Employer contribution / active EE | $651 | $991-34.3% | $2,122-69.3% | $2,270-71.3% |
| Participant deferral / active EE | $4,153 | $2,517+65.0% | $3,373+23.1% | $3,740+11.1% |
| Admin fee / account holder | $565 | $521+8.4% | $5,959-90.5% | $513+10.2% |