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 | $33,075 |
NATIONWIDE9+ years Service code 64 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $22,822 |
PEERY & ASSOCIATES, INC.3 years Service code 14 · EIN 94-3274051 PO BOX 850 · PESCADERO, CA 94060 | Plan Administrator | $8,743 |
IRON-CO-FID-COMPREHENSIVE3 years Filed as: IRON-CO FINANCIAL Service code 27 · EIN 26-2409128 5440 W. 110TH ST · SHAWNEE MISSION, KS 66211 | Advisory (Plan) | $4,411 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE CO. Service code 27 · EIN 31-4156830 10 W. NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Advisory (Plan) | $1,765 |
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN FINANCIAL ADVISORS Service code 64 · EIN 35-1140070 1301 S. CLINTON ST. · FORT WAYNE, IN 46802 | Recordkeeping Fees | $75 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,965 | $61,272-29.9% | $149,673-71.3% | $71,457-39.9% |
| Participation rate | 66.0% | 62.5%+3.5pp | 78.8%-12.8pp | 67.9%-1.9pp |
| Annual return | 15.24% | 35.85%-20.6pp | 134.42%-119.2pp | 28.85%-13.6pp |
| Employer contribution / active EE | $1,606 | $2,378-32.5% | $4,818-66.7% | $2,588-37.9% |
| Participant deferral / active EE | $2,033 | $2,917-30.3% | $5,680-64.2% | $4,289-52.6% |
| Admin fee / account holder | $315 | $1,261-75.0% | $13,210-97.6% | $1,587-80.2% |