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 Service code 64 · EIN 31-4156830 | Recordkeeping Fees | $74,532 |
CLARK, SCHAEFER, HACKETT & CO.3+ years Filed as: CLARK LANZEN SKALLA INVESTMENT FIRM Service code 13 · EIN 13-4109249 | Contract Administrator | $13,590 |
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 | $72,666 | $80,753-10.0% | $136,294-46.7% | $62,292+16.7% |
| Participation rate | 83.1% | 73.5%+9.6pp | 81.9%+1.2pp | 69.5%+13.6pp |
| Annual return | 15.99% | 35.83%-19.8pp | 5155.94%-5139.9pp | 28.90%-12.9pp |
| Employer contribution / active EE | $853 | $2,884-70.4% | $4,695-81.8% | $2,042-58.2% |
| Participant deferral / active EE | $5,311 | $5,164+2.8% | $6,247-15.0% | $3,169+67.6% |
| Admin fee / account holder | $539 | $525+2.6% | $9,243-94.2% | $479+12.5% |