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 |
|---|---|---|
NATIONWIDE5+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $178,796 |
Filed as: CLARKE LANZEN SKALLA Service code 28 · EIN 13-4109249 4020 SO. 147TH STREET · OMAHA, NE 68137 | Investment Management | $141,569 |
LINCOLN NATIONAL CORPORATION5+ years Filed as: LINCOLN FINANCIAL ADVISORS Service code 16 1300 S. CLINTON STREET, STE. 150 · FORT WAYNE, IN 46802 | Consulting | $67,212 |
PRIMARK BENEFITS5+ years Service code 13 · EIN 94-2320862 875 MAHLER RD. STE. 105 · BURLINGAME, CA 94010 | Contract Administrator | $49,447 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON-CO-FID--COMPREHENSIVE Service code 26 · EIN 26-2409128 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Advisory (Participants) | $17,734 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $143,719 | $66,124+117.3% | $90,404+59.0% | $73,488+95.6% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 2.40% | 17.65%-15.3pp | 1293.02%-1290.6pp | 28.51%-26.1pp |
| Employer contribution / active EE | $8,616 | $2,346+267.2% | $3,262+164.1% | $2,270+279.5% |
| Participant deferral / active EE | $3,512 | $3,039+15.6% | $3,963-11.4% | $3,740-6.1% |
| Admin fee / account holder | $537 | $396+35.5% | $5,611-90.4% | $513+4.6% |