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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $36,889 |
FIDUCIARY CONSULTING GROUP1+ years Service code 14 240 E RENFRO ST. STE 204 · BURLESON, TX 76028 | Plan Administrator | $29,144 |
Filed as: MEEDER ADVISORY SERVICES, INC Service code 28 · EIN 31-1332744 | Investment Management | $25,044 |
NATIONAL BENEFIT SERVICES, LLC1+ years Service code 15 8523 SO. REDWOOD ROAD · WEST JORDAN, UT 84088 | Recordkeeping | $16,527 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,645 | $67,166-69.3% | $57,343-64.0% | $55,191-62.6% |
| Participation rate | 94.8% | 77.7%+17.1pp | 75.1%+19.8pp | 69.2%+25.7pp |
| Annual return | -3.81% | 4.22%-8.0pp | 24.39%-28.2pp | 10.78%-14.6pp |
| Employer contribution / active EE | $3,247 | $2,812+15.5% | $2,689+20.8% | $1,899+71.0% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,162-100.0% | $3,046-100.0% |
| Admin fee / account holder | $160 | $44+267.9% | $3,356-95.2% | $91+76.5% |