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 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $67,458 |
IRON-CO-FID-COMPREHENSIVE2+ years Filed as: IRON ADMINISTRATION, LLC Service code 17 630 DUNDEE ROAD SUITE 200 · NORTHBROOK, IL 60062 | Pension Consulting | $22,189 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 55 4211 S. 102ND STREET · OMAHA, NE 68127 | Other Commissions | $896 |
EQUITY SERVICES INC2+ years Filed as: EQUITY SERVICES Service code 49 ONE NATIONAL LIFE DRIVE · MONTPELIER, VT 05604 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,816 | $42,546+85.2% | $71,796+9.8% | $55,167+42.9% |
| Participation rate | 56.7% | 59.1%-2.5pp | 69.1%-12.4pp | 69.0%-12.3pp |
| Annual return | 6.42% | 12.36%-5.9pp | 78.04%-71.6pp | 169.23%-162.8pp |
| Employer contribution / active EE | $354 | $803-55.9% | $1,924-81.6% | $1,963-82.0% |
| Participant deferral / active EE | $2,676 | $2,064+29.6% | $2,794-4.2% | $3,054-12.4% |
| Admin fee / account holder | $925 | $650+42.4% | $4,815-80.8% | $504+83.6% |