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 |
|---|---|---|
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $59,700 |
WEALTHPLAN PARTNERS INC6 years Filed as: WEALTHPLAN PARTNERS, INC. Service code 27 101 S 108TH AVE, 2ND FLOOR · OMAHA, NE 68154 | Advisory (Plan) | $37,824 |
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS, INC Service code 15 16924 FRANCES STREET SUITE 100 · OMAHA, NE 68130 | Recordkeeping | $10,200 |
Filed as: BENEFIT PLANS, INC. Service code 15 | Recordkeeping | $8,951 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,159 | $50,815+2.6% | $155,509-66.5% | $77,643-32.8% |
| Participation rate | 87.2% | 63.1%+24.1pp | 78.2%+9.0pp | 70.6%+16.6pp |
| Annual return | 13.48% | 34.80%-21.3pp | 64.67%-51.2pp | 31.24%-17.8pp |
| Employer contribution / active EE | $2,085 | $1,993+4.6% | $4,672-55.4% | $2,726-23.5% |
| Participant deferral / active EE | $4,193 | $2,822+48.6% | $5,626-25.5% | $4,647-9.8% |
| Admin fee / account holder | $136 | $437-68.8% | $15,912-99.1% | $430-68.4% |