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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $42,156 |
IRON-CO-FID-COMPREHENSIVE8+ years Filed as: IRON ADMINISTRATION, LLC Service code 17 660 DUNDEE ROAD · NORTHBROOK, IL 60062 | Pension Consulting | $6,179 |
EQUITY SERVICES INC1 year Filed as: EQUITY SERVICES, INC. Service code 99 ONE NATIONAL LIFE DRIVE · MONTPELIER, VT 05604 | Other Fees | $0 |
ESI EQUITY3 years 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,022 | $59,805+47.2% | $79,550+10.7% | $68,494+28.5% |
| Participation rate | 83.5% | 61.1%+22.5pp | 69.5%+14.1pp | 67.9%+15.7pp |
| Annual return | -17.73% | -12.30%-5.4pp | 0.16%-17.9pp | -7.84%-9.9pp |
| Employer contribution / active EE | $685 | $1,505-54.5% | $2,413-71.6% | $2,596-73.6% |
| Participant deferral / active EE | $5,275 | $3,024+74.4% | $3,985+32.4% | $4,027+31.0% |
| Admin fee / account holder | $576 | $4,835-88.1% | $6,832-91.6% | $5,403-89.3% |