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) | $60,528 |
NATIONWIDE8+ years Service code 38 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Participant Communication | $41,635 |
PENSION ASSURANCE LLP8+ years Filed as: PENSION SOLUTIONS Service code 13 · EIN 73-1521434 9116 N KELLEY AVE · OKLAHOMA CITY, OK 73131 | Contract Administrator | $31,260 |
BRINKER CAPITAL2 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 26 | Advisory (Participants) | $29,916 |
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 | $75,737 | $71,142+6.5% | $119,609-36.7% | $64,808+16.9% |
| Participation rate | 91.7% | 78.6%+13.1pp | 79.3%+12.5pp | 71.5%+20.3pp |
| Annual return | -15.34% | -10.01%-5.3pp | -14.97%-0.4pp | 32.82%-48.2pp |
| Employer contribution / active EE | $3,986 | $2,497+59.6% | $4,232-5.8% | $2,506+59.1% |
| Participant deferral / active EE | $5,729 | $4,490+27.6% | $5,602+2.3% | $4,310+32.9% |
| Admin fee / account holder | $345 | $162+112.5% | $10,323-96.7% | $188+83.5% |