Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 7-year trajectory for $4.99 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,969 | $54,558+13.6% | $76,002-18.5% | $74,546-16.9% |
| Participation rate | 73.7% | 60.3%+13.4pp | 69.1%+4.6pp | 67.2%+6.5pp |
| Annual return | 22.34% | 31.83%-9.5pp | 360.07%-337.7pp | 1366.03%-1343.7pp |
| Employer contribution / active EE | $4,291 | $1,778+141.4% | $2,688+59.6% | $2,624+63.5% |
| Participant deferral / active EE | $8,033 | $3,065+162.1% | $4,257+88.7% | $4,347+84.8% |
| Admin fee / account holder | $185 | $2,232-91.7% | $6,414-97.1% | $1,944-90.5% |