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 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Recordkeeping | $47,557 |
PENSION FINANCIAL SERVICES, INC.4+ years Filed as: PENSION FINANCIAL SERVICES, INC Service code 13 · EIN 58-1485803 | Contract Administrator | $27,545 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON-CO-INDEX COMPREHENSIVE Service code 52 630 DUNDEE RD · NORTHBROOK, IL 60062 | Indirect Investment Fees | $6,611 |
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 | $36,156 | $28,109+28.6% | $71,086-49.1% | $56,287-35.8% |
| Participation rate | 75.4% | 40.4%+35.0pp | 54.7%+20.8pp | 69.9%+5.6pp |
| Annual return | -4.51% | -615.05%+610.5pp | 650.59%-655.1pp | -9.96%+5.5pp |
| Employer contribution / active EE | $742 | $558+33.0% | $1,088-31.8% | $2,111-64.9% |
| Participant deferral / active EE | $2,136 | $1,116+91.5% | $1,874+14.0% | $3,350-36.2% |
| Admin fee / account holder | $360 | $585-38.4% | $3,082-88.3% | $521-30.9% |