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 |
|---|---|---|
NATIONWIDE3+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $192,651 |
Filed as: CLARKE LANZEN SKALLA Service code 28 · EIN 13-4109249 4020 SO. 147TH STREET · OMAHA, NE 68137 | Investment Management | $130,469 |
LINCOLN NATIONAL CORPORATION3+ years Filed as: LINCOLN FINANCIAL ADVISORS Service code 16 1300 S. CLINTON STREET, STE. 150 · FORT WAYNE, IN 46802 | Consulting | $78,279 |
PRIMARK BENEFITS3+ years Service code 13 · EIN 94-2320862 875 MAHLER RD. STE. 105 · BURLINGAME, CA 94010 | Contract Administrator | $35,984 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $132,139 | $44,873+194.5% | $79,464+66.3% | $56,287+134.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | 8.67% | 0.81%+7.9pp | 718.14%-709.5pp | -9.96%+18.6pp |
| Employer contribution / active EE | $6,869 | $2,140+221.0% | $2,800+145.3% | $2,111+225.4% |
| Participant deferral / active EE | $3,034 | $2,746+10.5% | $3,704-18.1% | $3,350-9.4% |
| Admin fee / account holder | $914 | $418+118.4% | $5,113-82.1% | $521+75.4% |