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 7-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 |
|---|---|---|
TRINITY PENSION GROUP, LLC4 years Filed as: TRINITY PENSION GROUP Service code 13 · EIN 20-0235252 PO BOX 2159 · JAMESTOWN, NC 27282 | Contract Administrator | $30,476 |
IRON-CO-FID-COMPREHENSIVE4 years Filed as: IRON-CO-FID--COMPREHENSIVE Service code 25 · EIN 26-2409128 5440 W 110TH ST · SHAWNEE MISSION, KS 66211 | Directed Trustee | $22,848 |
NATIONWIDE4 years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $6,352 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 25 · EIN 34-1542819 ADVISORY BILLING H0006-08R · SAINT LOUIS, MO 63103 | Directed Trustee | $900 |
NATIONWIDE4 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 64 · EIN 31-4156830 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Recordkeeping Fees | $132 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,969 | $54,517+13.7% | $75,972-18.4% | $74,495-16.8% |
| Participation rate | 73.7% | 60.3%+13.4pp | 69.1%+4.6pp | 67.2%+6.5pp |
| Annual return | 22.34% | 31.82%-9.5pp | 359.55%-337.2pp | 1364.94%-1342.6pp |
| Employer contribution / active EE | $4,291 | $1,777+141.5% | $2,685+59.8% | $2,623+63.6% |
| Participant deferral / active EE | $8,033 | $3,066+162.1% | $4,255+88.8% | $4,346+84.9% |
| Admin fee / account holder | $185 | $2,229-91.7% | $6,467-97.1% | $1,942-90.5% |