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 |
|---|---|---|
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLACE · COLUMBUS, OH 43215 | Recordkeeping | $20,024 |
RPW SOLUTIONS LLC2 years Filed as: RPW SOLUTIONS, LLC. Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $14,401 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HWY #B-60 · SAN RAPHAEL, CA 94903 | Advisory (Plan) | $6,157 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,770 | $55,415-19.2% | $155,509-71.2% | $74,495-39.9% |
| Participation rate | 79.5% | 61.9%+17.5pp | 78.2%+1.3pp | 67.2%+12.3pp |
| Annual return | 12.49% | 268.50%-256.0pp | 64.67%-52.2pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $1,609 | $2,267-29.0% | $4,672-65.6% | $2,623-38.7% |
| Participant deferral / active EE | $3,940 | $2,836+38.9% | $5,626-30.0% | $4,346-9.3% |
| Admin fee / account holder | $42 | $1,738-97.6% | $15,912-99.7% | $1,942-97.8% |