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 |
|---|---|---|
NATIONWIDE9+ years Service code 38 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Participant Communication | $44,300 |
PENSION ASSURANCE LLP9+ years Filed as: PENSION SOLUTIONS Service code 13 · EIN 73-1521434 9116 N KELLEY AVE · OKLAHOMA CITY, OK 73131 | Contract Administrator | $30,714 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH INC. Service code 26 · EIN 93-0987232 AMONE GELLINEAU COMM DEPT · JERSEY CITY, NJ 07302 | Advisory (Participants) | $29,984 |
Service code 26 · EIN 93-0987232 AMONE GELLINEAU COMM DEPT · NEW JERSEY, NJ 07302 | Advisory (Participants) | $28,291 |
BRINKER CAPITAL3 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 26 · EIN 13-4109249 | Advisory (Participants) | $28,194 |
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 | $94,450 | $91,372+3.4% | $129,995-27.3% | $74,419+26.9% |
| Participation rate | 91.1% | 77.8%+13.3pp | 78.5%+12.6pp | 70.7%+20.4pp |
| Annual return | 18.63% | 23.21%-4.6pp | -137.18%+155.8pp | 34.38%-15.7pp |
| Employer contribution / active EE | $3,835 | $2,563+49.6% | $4,320-11.2% | $2,637+45.4% |
| Participant deferral / active EE | $5,685 | $4,721+20.4% | $5,820-2.3% | $4,528+25.5% |
| Admin fee / account holder | $360 | $283+27.2% | $10,614-96.6% | $348+3.6% |