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 Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $4,025 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS AND CO INC Service code 22 501 N BROADWAY · ST LOUIS, MO 63102 | Insurance Broker | $1,758 |
Filed as: IRON CO FID TRADITIONAL Service code 22 · EIN 26-2409128 630 DUNDEE RD · NORTHBROOK, IL 60062 | Insurance Broker | $451 |
Filed as: CAPITAL RETIREMENT PLAN SERVICES Service code 14 · EIN 25-1802421 4000 TOWN CENTER BLVD · CANONSBURG, PA 15317 | Plan Administrator | $225 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,624 | $64,909-55.9% | $82,313-65.2% | $62,292-54.0% |
| Participation rate | 62.8% | 74.9%-12.1pp | 76.9%-14.1pp | 69.5%-6.7pp |
| Annual return | 12.55% | 21.18%-8.6pp | 25.88%-13.3pp | 28.90%-16.3pp |
| Employer contribution / active EE | $737 | $1,676-56.0% | $2,428-69.7% | $2,042-63.9% |
| Participant deferral / active EE | $1,659 | $3,103-46.5% | $3,706-55.2% | $3,169-47.6% |
| Admin fee / account holder | $392 | $440-10.8% | $5,608-93.0% | $479-18.2% |