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 5-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 |
|---|---|---|
HOKIN INVESTMENT ADVISORS2 years Filed as: HOKIN INVESTMENT ADVISORS LLC Service code 51 · EIN 20-5320732 707 SKOKIE BLVD · NORTHBROOK, IL 60062 | Investment Mgmt Fees | $23,338 |
NATIONWIDE2 years Service code 18 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Participant loan processing; Recordke... | $23,305 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON ADMINISTRATION CREATIVE PLANNI Service code 15 · EIN 43-1270780 5400 W. 110TH STREET · OVERLAND PARK, KS 66211 | Recordkeeping | $4,615 |
STADION MONEY MANAGEMENT2 years Filed as: STADION MONEY MANAGEMENT, LLC Service code 51 · EIN 45-1564286 1061 CLIFF DAWSON ROAD · WATKINSVILLE, GA 30677 | Investment Mgmt Fees | $3,628 |
Service code 51 · EIN 26-2409128 5440 W 110TH ST · SHAWNEE MISSION, KS 66211 | Investment Mgmt Fees | $2,332 |
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 51 · EIN 31-4156830 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Investment Mgmt Fees | $466 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,660-100.0% | $86,612-100.0% | $80,160-100.0% |
| Participation rate | 0.0% | 62.4%-62.4pp | 71.7%-71.7pp | 72.9%-72.9pp |
| Annual return | 75.14% | 24.87%+50.3pp | 591.07%-515.9pp | 40.38%+34.8pp |
| Employer contribution / active EE | $130 | $2,140-93.9% | $3,022-95.7% | $2,978-95.6% |
| Participant deferral / active EE | $1,483 | $3,215-53.9% | $4,438-66.6% | $5,017-70.4% |
| Admin fee / account holder | $0 | $113-100.0% | $5,614-100.0% | $145-100.0% |