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 year Service code 64 · EIN 31-4156830 | Recordkeeping Fees | $34,663 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $26,734 |
Filed as: PINNACLE FINANCIAL SERVICES Service code 13 · EIN 59-2438373 | Contract Administrator | $20,523 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $10,087 |
Service code 15 · EIN 59-2438373 | Recordkeeping | $5,645 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,344 | $40,174-27.0% | $84,015-65.1% | $67,579-56.6% |
| Participation rate | 45.7% | 62.7%-17.0pp | 69.0%-23.3pp | 71.3%-25.6pp |
| Annual return | 20.97% | 25.82%-4.8pp | 71.31%-50.3pp | 378.56%-357.6pp |
| Employer contribution / active EE | $463 | $808-42.7% | $1,983-76.7% | $2,148-78.4% |
| Participant deferral / active EE | $939 | $2,301-59.2% | $3,239-71.0% | $3,539-73.5% |
| Admin fee / account holder | $128 | $128-0.6% | $6,101-97.9% | $142-10.4% |