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 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $56,591 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 27 · EIN 34-1542819 ADVISORY BILLING H0006-08BR · ST. LOUIS, MO 631032205 | Advisory (Plan) | $27,804 |
BENEFIT PLANNING CONSULTANTS2 years Filed as: BENEFIT PLANNING CONSULTANTS, INC Service code 17 · EIN 36-3036100 2110 CLEARLAKE BLVD, SUITE 200 · CHAMPAIGN, IL 618228933 | Pension Consulting | $6,077 |
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 | $79,824 | $59,186+34.9% | $76,768+4.0% | $56,287+41.8% |
| Participation rate | 93.3% | 75.2%+18.1pp | 77.0%+16.3pp | 69.9%+23.4pp |
| Annual return | -6.36% | 6.62%-13.0pp | 2.43%-8.8pp | -9.96%+3.6pp |
| Employer contribution / active EE | $4,013 | $1,759+128.2% | $2,485+61.5% | $2,111+90.1% |
| Participant deferral / active EE | $2,911 | $3,255-10.6% | $3,852-24.4% | $3,350-13.1% |
| Admin fee / account holder | $520 | $489+6.3% | $6,675-92.2% | $521-0.2% |