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 |
|---|---|---|
CLS INVESTMENTS2 years Service code 15 · EIN 13-4109249 17605 WRIGHT ST. · OMAHA, OH 68130 | Recordkeeping | $26,040 |
NATIONWIDE3 years Service code 33 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities brokerage; Securities brok... | $21,634 |
Service code 33 29 SAWYER RD · WALTHAM, MA 02453 | Investment management fees paid indir... | $16,576 |
SUPER CHIEF PENSION SERVICE3 years Service code 14 · EIN 81-2115704 409 NM HWY 528 · RIO RANCHO, OH 87124 | Plan Administrator | $12,399 |
IRON-CO-FID-COMPREHENSIVE3 years Service code 15 · EIN 26-2409128 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Recordkeeping | $3,115 |
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 | $22,592 | $55,636-59.4% | $81,983-72.4% | $73,488-69.3% |
| Participation rate | 93.1% | 62.3%+30.8pp | 69.2%+23.8pp | 70.7%+22.4pp |
| Annual return | 14.69% | 19.07%-4.4pp | 41.31%-26.6pp | 28.51%-13.8pp |
| Employer contribution / active EE | $1,522 | $1,625-6.3% | $2,498-39.1% | $2,270-32.9% |
| Participant deferral / active EE | $2,612 | $2,762-5.5% | $3,722-29.8% | $3,740-30.2% |
| Admin fee / account holder | $0 | $493-100.0% | $5,664-100.0% | $513-100.0% |