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 |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,275 |
Filed as: RAYMOND JAMES FINANCIAL SERVICE ADV Service code 55 · EIN 59-2937883 IMPAC-TOWER 3FL · SAINT PETERSBURG, FL 33716 | Other Commissions | $4,596 |
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 NOVACARE COMPLEX ONE NOVACARE WAY · PHILADELPHIA, PA 19145 | Contract Administrator | $654 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,347 | $104,475-48.9% | $159,436-66.5% | $79,386-32.8% |
| Participation rate | 85.1% | 76.6%+8.5pp | 82.8%+2.3pp | 70.7%+14.4pp |
| Annual return | 12.29% | 67.95%-55.7pp | 263.57%-251.3pp | 116.85%-104.6pp |
| Employer contribution / active EE | $1,356 | $3,417-60.3% | $4,829-71.9% | $2,427-44.2% |
| Participant deferral / active EE | $2,156 | $6,467-66.7% | $7,352-70.7% | $4,046-46.7% |
| Admin fee / account holder | $5 | $711-99.3% | $10,799-100.0% | $626-99.2% |