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 |
|---|---|---|
Service code 26 ONE WORLD FINANCIAL CTR FL 15 · NEW YORK, NY 10281 | Advisory (Participants) | $71,490 |
NATIONWIDE7+ years Service code 38 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Participant Communication | $44,082 |
PENSION ASSURANCE LLP7+ years Filed as: PENSION SOLUTIONS Service code 13 · EIN 73-1521434 9116 N KELLEY AVE · OKLAHOMA CITY, OK 73131 | Contract Administrator | $26,299 |
BRINKER CAPITAL1 year Filed as: BRINKER CAPITAL INVESTMENTS Service code 26 | Advisory (Participants) | $15,785 |
CLS INVESTMENTS6 years Service code 26 17605 WRIGHT STREET · OMAHA, NE 68130 | Advisory (Participants) | $14,005 |
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 | $81,946 | $86,225-5.0% | $146,665-44.1% | $86,799-5.6% |
| Participation rate | 86.7% | 78.0%+8.7pp | 80.1%+6.6pp | 72.3%+14.4pp |
| Annual return | 14.88% | 31.23%-16.3pp | 22.74%-7.9pp | 97.91%-83.0pp |
| Employer contribution / active EE | $3,642 | $2,392+52.2% | $4,136-12.0% | $2,405+51.4% |
| Participant deferral / active EE | $4,980 | $4,245+17.3% | $5,506-9.6% | $4,131+20.5% |
| Admin fee / account holder | $329 | $195+68.7% | $10,280-96.8% | $170+94.3% |