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 |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 13-3892096 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $70,703 |
PENTEGRA SERVICES, INC.3 years Filed as: APS - PENTEGRA Service code 13 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 430049297 | Contract Administrator | $6,608 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON-CO-FID-3(21) Service code 26 · EIN 26-2409128 630 DUNDEE RD. STE 200 · NORTHBROOK, IL 60062 | Advisory (Participants) | $1,826 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 22 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,644 | $78,275-55.7% | $109,143-68.3% | $86,799-60.1% |
| Participation rate | 41.4% | 73.8%-32.4pp | 75.9%-34.4pp | 72.3%-30.8pp |
| Annual return | 18.54% | 19.14%-0.6pp | 25.75%-7.2pp | 97.91%-79.4pp |
| Employer contribution / active EE | $961 | $3,105-69.1% | $3,722-74.2% | $2,405-60.1% |
| Participant deferral / active EE | $1,676 | $3,641-54.0% | $4,653-64.0% | $4,131-59.4% |
| Admin fee / account holder | $14 | $198-93.2% | $6,752-99.8% | $170-92.0% |