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 |
|---|---|---|
NATIONWIDE11+ years Service code 18 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Custodial (other than securities) | $56,759 |
HIGHTOWER ADVISORS LLC3 years Filed as: HIGHTOWER ADVISORS, LLC Service code 22 · EIN 36-4500709 200 WEST MADISON STREET · CHICAGO, IL 60606 | Insurance Broker | $29,581 |
PENSION ASSURANCE LLP7 years Filed as: THE PENSION SERVICE Service code 15 · EIN 06-0874395 127 WASHINGTON AVENUE · NORTH HAVEN, CT 06473 | Recordkeeping | $5,700 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,123 | $50,982+41.5% | $154,803-53.4% | $85,563-15.7% |
| Participation rate | 27.7% | 59.8%-32.1pp | 78.1%-50.4pp | 66.0%-38.3pp |
| Annual return | 12.81% | 30.35%-17.5pp | 58.88%-46.1pp | 31.51%-18.7pp |
| Employer contribution / active EE | $170 | $1,708-90.0% | $4,305-96.0% | $2,654-93.6% |
| Participant deferral / active EE | $1,562 | $2,474-36.9% | $5,540-71.8% | $4,375-64.3% |
| Admin fee / account holder | $398 | $846-52.9% | $14,329-97.2% | $834-52.2% |