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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,710 |
Service code 26 7050 FAIN PARK DRIVE, SUITE 12 · MONTGOMERY, AL 361240098 | Advisory (Participants) | $8,600 |
IRON-CO-FID-COMPREHENSIVE1+ years Filed as: IRON-CO-FID--TRADITIONAL Service code 49 630 DUNDEE RD. · NORTHBROOK, IL 60062 | Other Services | $5,606 |
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 | $56,073 | $54,320+3.2% | $67,652-17.1% | $52,331+7.2% |
| Participation rate | 73.3% | 73.6%-0.3pp | 75.7%-2.4pp | 68.1%+5.2pp |
| Annual return | 0.94% | 6.81%-5.9pp | 6625.04%-6624.1pp | 4.54%-3.6pp |
| Employer contribution / active EE | $2,013 | $1,544+30.4% | $2,266-11.1% | $1,882+7.0% |
| Participant deferral / active EE | $2,905 | $2,950-1.5% | $3,560-18.4% | $3,022-3.9% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |