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 |
|---|---|---|
NATIONWIDE3 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $59,288 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 27 · EIN 34-1542819 ADVISORY BILLING H0006-08BR · ST. LOUIS, MO 631032205 | Advisory (Plan) | $28,204 |
BENEFIT PLANNING CONSULTANTS3 years Filed as: BENEFIT PLANNING CONSULTANTS, INC Service code 17 · EIN 36-3036100 2110 CLEARLAKE BLVD, SUITE 200 · CHAMPAIGN, IL 618228933 | Pension Consulting | $5,974 |
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 | $87,276 | $65,376+33.5% | $87,100+0.2% | $65,185+33.9% |
| Participation rate | 95.8% | 75.3%+20.4pp | 76.9%+18.9pp | 70.2%+25.6pp |
| Annual return | 18.73% | 31.27%-12.5pp | 28.19%-9.5pp | 29.38%-10.7pp |
| Employer contribution / active EE | $4,084 | $1,822+124.1% | $2,521+62.0% | $2,177+87.6% |
| Participant deferral / active EE | $3,053 | $3,388-9.9% | $4,049-24.6% | $3,514-13.1% |
| Admin fee / account holder | $522 | $520+0.5% | $7,497-93.0% | $847-38.3% |