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 |
|---|---|---|
Filed as: PENSION FINANCIAL SERVICES INC Service code 26 · EIN 58-1485803 3700 CRESTWOOD PKWY NW STE 550 · DULUTH, GA 30096 | Advisory (Participants) | $3,194 |
NATIONWIDE7 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 26 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $3,114 |
BRINKER CAPITAL1 year Filed as: BRINKER CAPITAL INVESTMENTS Service code 26 · EIN 13-4109249 17605 WRIGHT ST · OMAHA, NE 68130 | Advisory (Participants) | $2,635 |
PPA/TPA1 year Service code 26 150 SATELLITE BLVD. NE STE A · SUWANEE, GA 30024 | Advisory (Participants) | $478 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,136 | $88,083-18.1% | $164,813-56.2% | $74,495-3.2% |
| Participation rate | 72.9% | 73.0%-0.1pp | 78.6%-5.7pp | 67.2%+5.7pp |
| Annual return | 15.00% | 17.26%-2.3pp | 69.93%-54.9pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $1,874 | $2,593-27.7% | $4,341-56.8% | $2,623-28.5% |
| Participant deferral / active EE | $5,555 | $4,498+23.5% | $6,031-7.9% | $4,346+27.8% |
| Admin fee / account holder | $114 | $2,234-94.9% | $12,690-99.1% | $1,942-94.1% |