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 |
|---|---|---|
NATIONWIDE8+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $14,431 |
PENSION PLUS INC8+ years Service code 33 · EIN 66-0705838 FD ROOSEVELT AVE · SAN JUAN, PR 00918 | Securities brokerage; Other services | $10,500 |
CETERA ADVISOR NETWORKS LLC3 years Service code 55 2301 ROSECRANS AVE, SUITE 5100 · EL SEGUNDO, CA 902455670 | Other Commissions | $6,017 |
BRINKER CAPITAL1 year Filed as: BRINKER CAPITAL INVESTMENTS Service code 28 · EIN 13-4109249 17605 WRIGHT ST. · OMAHA, NE 68130 | Investment Management | $417 |
PENSION PLUS INC2 years Filed as: PENSION PLUS INC. Service code 49 · EIN 66-0705838 FD ROOSEVELT AVE · SAN JUAN, PR 00918 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,523 | $42,894-70.8% | $60,874-79.4% | $68,494-81.7% |
| Participation rate | 90.9% | 66.8%+24.1pp | 73.1%+17.8pp | 67.9%+23.0pp |
| Annual return | -12.12% | -13.98%+1.9pp | 16.90%-29.0pp | -7.84%-4.3pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $901 | $2,867-68.6% | $3,817-76.4% | $4,027-77.6% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |