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 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $23,860 |
Filed as: CORPORATE FINANCIAL SERVICES Service code 15 · EIN 80-0138348 7050 FAIN PARK DRIVE, SUITE 12 · MONTGOMERY, AL 361240098 | Recordkeeping | $16,873 |
CLS INVESTMENTS3 years Service code 49 · EIN 13-4109249 17605 WRIGHT STREET · OMAHA, NE 68130 | Other Services | $9,203 |
Filed as: IRON-CO-FID-TRADITIONAL Service code 49 · EIN 26-2409128 630 DUNDEE RD, STE 200 · NORTHBROOK, IL 60062 | Other Services | $6,077 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 49 · EIN 31-4156830 10 W. NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Other Services | $1,519 |
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 | $51,077 | $59,186-13.7% | $76,768-33.5% | $56,287-9.3% |
| Participation rate | 72.2% | 75.2%-3.0pp | 77.0%-4.7pp | 69.9%+2.4pp |
| Annual return | -2.84% | 6.62%-9.5pp | 2.43%-5.3pp | -9.96%+7.1pp |
| Employer contribution / active EE | $1,536 | $1,759-12.6% | $2,485-38.2% | $2,111-27.2% |
| Participant deferral / active EE | $2,156 | $3,255-33.8% | $3,852-44.0% | $3,350-35.6% |
| Admin fee / account holder | $362 | $489-26.0% | $6,675-94.6% | $521-30.5% |