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 |
|---|---|---|
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,139 |
Filed as: RAYMOND JAMES FINANCIAL SERVICE ADV Service code 55 · EIN 59-2937883 IMPAC-TOWER 3FL · SAINT PETERSBURG, FL 33716 | Other Commissions | $5,620 |
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 NOVACARE COMPLEX ONE NOVACARE WAY · PHILADELPHIA, PA 19145 | Contract Administrator | $365 |
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 | $49,481 | $93,571-47.1% | $135,903-63.6% | $75,163-34.2% |
| Participation rate | 92.6% | 75.2%+17.5pp | 81.9%+10.7pp | 67.2%+25.4pp |
| Annual return | 12.31% | 30.90%-18.6pp | 68.23%-55.9pp | 160.62%-148.3pp |
| Employer contribution / active EE | $2,043 | $3,537-42.2% | $4,856-57.9% | $2,670-23.5% |
| Participant deferral / active EE | $2,327 | $6,404-63.7% | $7,758-70.0% | $4,125-43.6% |
| Admin fee / account holder | $1 | $6,975-100.0% | $10,762-100.0% | $5,651-100.0% |