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 9-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 |
|---|---|---|
HOKIN INVESTMENT ADVISORS2 years Filed as: HOKIN INVESTMENT ADVISORS LLC Service code 28 707 SKOKIE BLVD STE 520 · NORTHBROOK, IL 60062 | Investment Management | $0 |
NATIONWIDE4+ years Service code 49 | Other Services | $0 |
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURNACE COMPANY Service code 15 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Recordkeeping | $0 |
Filed as: PENSION FINANCIAL SERVICES INC. Service code 13 3700 CRESTWOOD PARKWAY #550 · DULUTH, GA 30096 | Contract Administrator | $0 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC Service code 28 PMT SVC PMC CO DCA YY 714420 · NASHVILLE, TN 37238 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $14,449 | $44,794-67.7% | $90,281-84.0% | $77,787-81.4% |
| Participation rate | 57.4% | 66.6%-9.2pp | 73.3%-15.9pp | 73.2%-15.9pp |
| Annual return | 19.07% | 28.23%-9.2pp | 78.10%-59.0pp | 32.57%-13.5pp |
| Employer contribution / active EE | $139 | $1,809-92.3% | $2,854-95.1% | $2,504-94.5% |
| Participant deferral / active EE | $1,415 | $2,642-46.4% | $3,885-63.6% | $3,967-64.3% |
| Admin fee / account holder | $232 | $94+145.5% | $5,351-95.7% | $100+131.7% |