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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $158,592 |
Filed as: IFP ADVISORS, INC. Service code 26 3030 N ROCKY POINT DRIVE STE 700 · TAMPA, FL 33607 | Advisory (Participants) | $48,983 |
NEWPORT GROUP, INC.2 years Service code 15 1075 JORDAN CREEK PARKWAY · WEST DES MOINES, IA 50266 | Recordkeeping | $31,845 |
Service code 10 3533 S. 85TH ST · LINCOLN, NE 68520 | Accounting | $14,000 |
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 | $106,971 | $91,517+16.9% | $101,248+5.7% | $73,409+45.7% |
| Participation rate | 99.7% | 73.8%+25.9pp | 75.8%+23.9pp | 72.2%+27.5pp |
| Annual return | 17.76% | 17.17%+0.6pp | 46.47%-28.7pp | 59.29%-41.5pp |
| Employer contribution / active EE | $2,491 | $2,877-13.4% | $3,660-31.9% | $2,234+11.5% |
| Participant deferral / active EE | $5,646 | $3,338+69.1% | $4,370+29.2% | $3,805+48.4% |
| Admin fee / account holder | $474 | $216+119.5% | $5,945-92.0% | $158+200.1% |