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 8-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 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $75,570 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS FINANCIAL Service code 27 401 S TRYON ST 19TH FL · CHARLOTTE, NC 282029243 | Advisory (Plan) | $34,056 |
THE ANGELL PENSION GROUP, INC.3+ years Filed as: THE ANGELL PENSION GROUP Service code 13 · EIN 04-2530412 | Contract Administrator | $3,775 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $67,555 | $91,190-25.9% | $178,490-62.2% | $79,858-15.4% |
| Participation rate | 73.5% | 69.2%+4.3pp | 81.9%-8.5pp | 69.6%+3.8pp |
| Annual return | -11.75% | 24.19%-35.9pp | 151.07%-162.8pp | 31.71%-43.5pp |
| Employer contribution / active EE | $140 | $3,256-95.7% | $5,011-97.2% | $2,471-94.3% |
| Participant deferral / active EE | $9,392 | $3,236+190.2% | $5,202+80.6% | $3,740+151.1% |
| Admin fee / account holder | $640 | $6,751-90.5% | $13,984-95.4% | $5,306-87.9% |