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 26 · EIN 04-2675571 ATTN ADVISORY FEES COMPENSATON · WALTHAM, MA 024533483 | Advisory (Participants) | $26,230 |
NATIONWIDE6+ years Filed as: NATIONWIDE TRUST COMPANY, FSB Service code 15 · EIN 04-3275255 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $20,328 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $94,211 | $73,638+27.9% | $95,952-1.8% | $73,488+28.2% |
| Participation rate | 45.1% | 76.2%-31.1pp | 77.1%-32.0pp | 70.7%-25.6pp |
| Annual return | 12.40% | 16.78%-4.4pp | 91.61%-79.2pp | 28.51%-16.1pp |
| Employer contribution / active EE | $241 | $1,863-87.0% | $2,541-90.5% | $2,270-89.4% |
| Participant deferral / active EE | $1,806 | $3,617-50.1% | $4,167-56.7% | $3,740-51.7% |
| Admin fee / account holder | $678 | $482+40.6% | $6,795-90.0% | $513+32.2% |