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 21 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $56,378 |
Filed as: MEEDER INVESTMENT MANAGEMENT Service code 28 · EIN 31-1332744 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Investment Management | $21,124 |
Service code 26 · EIN 93-0987232 AMONE GELLINEAU COMM DEPT · JERSEY CITY, NJ 07302 | Advisory (Participants) | $12,148 |
PENSION ASSURANCE LLP7+ years Filed as: PENSION SOLUTIONS, INC Service code 13 · EIN 73-1521434 9116 N. KELLEY AVE. · OKLAHOMA CITY, OK 73131 | Contract Administrator | $5,777 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 26 · EIN 26-4311657 6504 BRIDGEPOINT PARKWAY STE 450 · AUSTIN, TX 78730 | Advisory (Participants) | $657 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,341 | $121,341-27.2% | $189,513-53.4% | $79,386+11.3% |
| Participation rate | 73.5% | 86.1%-12.6pp | 87.8%-14.3pp | 70.7%+2.8pp |
| Annual return | 14.27% | 21.08%-6.8pp | 555.15%-540.9pp | 116.85%-102.6pp |
| Employer contribution / active EE | $2,778 | $3,915-29.0% | $6,162-54.9% | $2,427+14.4% |
| Participant deferral / active EE | $4,129 | $6,395-35.4% | $8,221-49.8% | $4,046+2.1% |
| Admin fee / account holder | $807 | $651+24.0% | $12,045-93.3% | $626+28.9% |