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 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $44,588 |
Filed as: HANLON INVESTMENT MANAGEMENT Service code 26 · EIN 22-3723068 3393 BARGAINTOWN ROAD, SUITE 200 · EGG HARBOR TWP, NJ 08234 | Advisory (Participants) | $10,274 |
CENTAURUS FINANCIAL INC2+ years Filed as: CENTAURUS FINANCIAL Service code 33 · EIN 33-0530236 2300 E. KATELLA AVE, SUITE 200 · ANAHEIM, CA 92806 | Securities brokerage | $0 |
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 | $28,107 | $60,349-53.4% | $74,183-62.1% | $62,891-55.3% |
| Participation rate | 90.4% | 72.7%+17.6pp | 76.6%+13.7pp | 69.3%+21.1pp |
| Annual return | -0.09% | 21.37%-21.5pp | 17.74%-17.8pp | 20.14%-20.2pp |
| Employer contribution / active EE | $2,080 | $1,680+23.8% | $2,370-12.2% | $2,281-8.8% |
| Participant deferral / active EE | $3,483 | $2,856+22.0% | $3,550-1.9% | $3,203+8.8% |
| Admin fee / account holder | $489 | $4,261-88.5% | $5,586-91.3% | $4,296-88.6% |