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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $55,994 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY & CO LLC Service code 27 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Advisory (Plan) | $32,896 |
Filed as: PUTNAM INVESTMENTS Service code 15 | Recordkeeping | $2,456 |
NATIONWIDE1 year Filed as: NATIONWIDE FUNDS GROUP Service code 15 | Recordkeeping | $1,971 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 15 | Recordkeeping | $1,492 |
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.)
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 | $65,499 | $30,086+117.7% | $61,373+6.7% | $64,808+1.1% |
| Participation rate | 11.8% | 36.4%-24.6pp | 52.6%-40.8pp | 71.5%-59.7pp |
| Annual return | -15.80% | -13.99%-1.8pp | 338.61%-354.4pp | 32.82%-48.6pp |
| Employer contribution / active EE | $452 | $536-15.8% | $1,159-61.0% | $2,506-82.0% |
| Participant deferral / active EE | $845 | $1,126-24.9% | $2,125-60.2% | $4,310-80.4% |
| Admin fee / account holder | $586 | $148+295.5% | $2,130-72.5% | $188+212.0% |