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 |
|---|---|---|
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $80,290 |
IRON-CO-FID-COMPREHENSIVE3 years Filed as: IRON-CO-FID-TRADITIONAL Service code 27 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Advisory (Plan) | $6,523 |
ERISA SERVICES, INC.1 year Filed as: ERISA SERVICES, INC Service code 15 PO BOX 24628 · KNOXVILLE, TN 37933 | Recordkeeping | $1,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,327 | $61,156+8.5% | $185,823-64.3% | $79,386-16.5% |
| Participation rate | 54.1% | 66.6%-12.5pp | 81.7%-27.6pp | 70.7%-16.6pp |
| Annual return | 13.51% | 19.45%-5.9pp | 122.05%-108.5pp | 116.85%-103.3pp |
| Employer contribution / active EE | $1,130 | $2,321-51.3% | $5,167-78.1% | $2,427-53.4% |
| Participant deferral / active EE | $1,905 | $2,789-31.7% | $5,568-65.8% | $4,046-52.9% |
| Admin fee / account holder | $721 | $710+1.6% | $16,237-95.6% | $626+15.1% |