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 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $269,942 |
INVESCO2+ years Filed as: CLARKE LANZEN SKALLA INVES FIRM Service code 49 17605 WRIGHT STREET · OMAHA, NE 68130 | Other Services | $22,133 |
Filed as: CORPORATE FINANCIAL SERVICES Service code 34 PO BOX 240098 · MONTGOMERY, AL 36124 | Participant loan processing; Distribu... | $14,548 |
LIVINGS LANKFORD LAMBERT AND CO1+ years Service code 10 PO BOX 240158 · MONTGOMERY, AL 36124 | Accounting | $10,025 |
IRON-CO-FID-COMPREHENSIVE1+ years Filed as: IRON-CO-FID--INDEX-COMPREHENSIVE Service code 31 630 DUNDEE ROAD STE 200 · NORTHBROOK, IL 60062 | Named fiduciary | $5,814 |
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 | $71,417 | $77,634-8.0% | $156,549-54.4% | $62,891+13.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.67% | 50.32%-41.7pp | 32.23%-23.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $6,239 | $3,444+81.2% | $5,501+13.4% | $2,281+173.5% |
| Participant deferral / active EE | $3,525 | $3,045+15.7% | $4,871-27.6% | $3,203+10.0% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,027-100.0% | $4,296-100.0% |