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 |
|---|---|---|
NATIONWIDE4 years Service code 15 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Recordkeeping | $54,683 |
PENSION FINANCIAL SERVICES, INC.6+ years Filed as: PENSION FINANCIAL SERVICES, INC Service code 13 · EIN 58-1485803 | Contract Administrator | $31,450 |
IRON-CO-FID-COMPREHENSIVE4 years Filed as: IRON-CO-INDEX COMPREHENSIVE Service code 52 630 DUNDEE RD · NORTHBROOK, IL 60062 | Indirect Investment Fees | $7,555 |
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 | $40,184 | $35,986+11.7% | $77,482-48.1% | $73,488-45.3% |
| Participation rate | 88.8% | 40.8%+47.9pp | 54.2%+34.6pp | 70.7%+18.1pp |
| Annual return | 10.39% | 19.26%-8.9pp | 54.79%-44.4pp | 28.51%-18.1pp |
| Employer contribution / active EE | $330 | $557-40.8% | $986-66.5% | $2,270-85.5% |
| Participant deferral / active EE | $1,742 | $1,198+45.5% | $1,861-6.4% | $3,740-53.4% |
| Admin fee / account holder | $363 | $466-22.1% | $2,858-87.3% | $513-29.2% |