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 |
|---|---|---|
NATIONWIDE8+ years Service code 19 ONE NATIONWIDE PLAZA · US COLUMBUS, OH 43215 | Securities Custodian | $31,479 |
Service code 14 · EIN 82-1371994 | Plan Administrator | $28,137 |
BRINKER CAPITAL1 year Filed as: BRINKER CAPITAL INVESTMENT Service code 26 · EIN 13-4109249 17605 WRIGHT ST. · OMAHA, NE 68130 | Advisory (Participants) | $6,871 |
SECURITIES AMERICA INC3 years Service code 25 12325 PORT GRACE BLVD · LA VISTA, NE 681280001 | Directed Trustee | $0 |
Participant contribution per participant 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.
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 | $13,106 | $63,442-79.3% | $68,791-80.9% | $66,914-80.4% |
| Participation rate | 75.8% | 60.0%+15.8pp | 69.0%+6.8pp | 69.8%+6.0pp |
| Annual return | -13.29% | -8.29%-5.0pp | -6.38%-6.9pp | 1.58%-14.9pp |
| Employer contribution / active EE | $1,620 | $1,775-8.7% | $2,655-39.0% | $2,544-36.3% |
| Participant deferral / active EE | $664 | $2,945-77.5% | $3,941-83.2% | $4,237-84.3% |
| Admin fee / account holder | $202 | $577-64.9% | $4,932-95.9% | $593-65.9% |