See peer percentile detail. $4.99 for your first month.
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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 |
|---|---|---|
NATIONWIDE7+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $214,974 |
BRINKER CAPITAL1 year Filed as: BRINKER CAPITAL INVESTMENTS Service code 28 17605 WRIGHT ST. · OMAHA, NE 68130 | Investment Management | $167,074 |
LINCOLN NATIONAL CORPORATION7+ years Filed as: LINCOLN FINANCIAL ADVISORS Service code 16 1300 S. CLINTON STREET, STE. 150 · FORT WAYNE, IN 46802 | Consulting | $79,282 |
PRIMARK BENEFITS7+ years Service code 13 · EIN 94-2320862 875 MAHLER RD. STE. 105 · BURLINGAME, CA 94010 | Contract Administrator | $61,507 |
IRON-CO-FID-COMPREHENSIVE4 years Filed as: IRON-CO-FID--COMPREHENSIVE Service code 26 · EIN 26-2409128 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Advisory (Participants) | $22,548 |
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURANCE Service code 28 · EIN 31-4156830 10 W. NATIONWIDE BLVD. 5-05-111V · COLUMBUS, OH 43215 | Investment Management | $5,637 |
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 | $144,188 | $51,197+181.6% | $82,719+74.3% | $66,914+115.5% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -11.95% | -9.64%-2.3pp | 701.18%-713.1pp | 1.58%-13.5pp |
| Employer contribution / active EE | $9,427 | $2,611+261.1% | $3,009+213.3% | $2,544+270.5% |
| Participant deferral / active EE | $4,688 | $3,458+35.6% | $4,395+6.7% | $4,237+10.6% |
| Admin fee / account holder | $1,082 | $416+160.4% | $5,329-79.7% | $593+82.4% |