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 |
|---|---|---|
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURACE COMPANY Service code 52 · EIN 31-4156830 | Indirect Investment Fees | $55,260 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SRVS LLC (PCG) Service code 27 · EIN 34-1542819 | Advisory (Plan) | $27,346 |
Service code 13 · EIN 39-1458576 | Contract Administrator | $3,995 |
Filed as: THE RETIRMENT ADVANTAGE INC Service code 13 | Contract Administrator | $3,995 |
Filed as: BENEFIT PLANNING CONSULTANTS INC Service code 27 · EIN 36-3036100 | Advisory (Plan) | $637 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 99 · EIN 31-4156830 | Other Fees | $0 |
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 | $97,355 | $73,638+32.2% | $95,952+1.5% | $73,488+32.5% |
| Participation rate | 88.3% | 76.2%+12.2pp | 77.1%+11.3pp | 70.7%+17.7pp |
| Annual return | 17.13% | 16.78%+0.3pp | 91.61%-74.5pp | 28.51%-11.4pp |
| Employer contribution / active EE | $4,357 | $1,863+133.9% | $2,541+71.5% | $2,270+91.9% |
| Participant deferral / active EE | $3,214 | $3,617-11.1% | $4,167-22.9% | $3,740-14.1% |
| Admin fee / account holder | $504 | $482+4.5% | $6,795-92.6% | $513-1.8% |