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 38 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Participant Communication | $46,273 |
CLS INVESTMENTS3 years Service code 26 17605 WRIGHT STREET · OMAHA, NE 68130 | Advisory (Participants) | $18,781 |
PENSION ASSURANCE LLP4+ years Filed as: PENSION SOLUTIONS Service code 13 · EIN 73-1521434 9116 N KELLEY AVE · OKLAHOMA CITY, OK 73131 | Contract Administrator | $16,585 |
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 | $64,190 | $62,267+3.1% | $110,238-41.8% | $55,725+15.2% |
| Participation rate | 92.2% | 78.1%+14.0pp | 79.8%+12.3pp | 70.9%+21.3pp |
| Annual return | -5.41% | -1.07%-4.3pp | 314.74%-320.1pp | 244.93%-250.3pp |
| Employer contribution / active EE | $3,921 | $1,941+102.0% | $3,826+2.5% | $2,078+88.7% |
| Participant deferral / active EE | $5,245 | $3,516+49.2% | $4,672+12.3% | $3,356+56.3% |
| Admin fee / account holder | $227 | $121+88.1% | $8,547-97.3% | $115+97.4% |