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 |
|---|---|---|
NATIONWIDE5+ years Service code 38 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Participant Communication | $34,708 |
CLS INVESTMENTS4 years Service code 26 17605 WRIGHT STREET · OMAHA, NE 68130 | Advisory (Participants) | $20,763 |
PENSION ASSURANCE LLP5+ years Filed as: PENSION SOLUTIONS Service code 13 · EIN 73-1521434 9116 N KELLEY AVE · OKLAHOMA CITY, OK 73131 | Contract Administrator | $18,241 |
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 | $79,824 | $69,159+15.4% | $125,175-36.2% | $67,579+18.1% |
| Participation rate | 91.8% | 78.2%+13.6pp | 79.8%+12.0pp | 71.3%+20.5pp |
| Annual return | 22.33% | 27.12%-4.8pp | 43.79%-21.5pp | 378.56%-356.2pp |
| Employer contribution / active EE | $3,984 | $2,023+96.9% | $3,865+3.1% | $2,148+85.5% |
| Participant deferral / active EE | $5,558 | $3,700+50.2% | $4,937+12.6% | $3,539+57.0% |
| Admin fee / account holder | $314 | $142+121.5% | $9,702-96.8% | $142+120.7% |