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 |
|---|---|---|
Service code 14 · EIN 61-1758632 24 E. COTA ST. SUITE 200 · SANTA BARBARA, CA 93101 | Plan Administrator | $32,572 |
NATIONWIDE8+ years Service code 64 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $23,596 |
BRINKER CAPITAL2 years Filed as: BRINKER CAPITAL INVESTMENT Service code 27 · EIN 13-4109249 17605 WRIGHT ST. · OMAHA, NE 68130 | Advisory (Plan) | $20,394 |
PEERY & ASSOCIATES, INC.2 years Service code 14 · EIN 94-3274051 PO BOX 850 · PESCADERO, CA 94060 | Plan Administrator | $9,225 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON-CO FINANCIAL Service code 27 · EIN 26-2409128 5440 W. 110TH ST · SHAWNEE MISSION, KS 66211 | Advisory (Plan) | $4,160 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL ADVISORS Service code 64 · EIN 35-1140070 1301 S. CLINTON ST. · FORT WAYNE, IN 46802 | Recordkeeping Fees | $175 |
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 | $39,000 | $65,061-40.1% | $143,757-72.9% | $66,914-41.7% |
| Participation rate | 73.0% | 65.2%+7.8pp | 80.3%-7.3pp | 69.8%+3.2pp |
| Annual return | -14.53% | -11.14%-3.4pp | -0.04%-14.5pp | 1.58%-16.1pp |
| Employer contribution / active EE | $1,196 | $2,361-49.3% | $4,951-75.8% | $2,544-53.0% |
| Participant deferral / active EE | $1,616 | $2,919-44.6% | $5,637-71.3% | $4,237-61.9% |
| Admin fee / account holder | $381 | $502-24.1% | $14,673-97.4% | $593-35.7% |