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 |
|---|---|---|
NATIONWIDE7+ years Service code 50 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Direct Payment | $70,776 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY Service code 55 | Other Commissions | $27,815 |
SKCG GROUP INC7+ years Service code 37 · EIN 13-3866919 123 MAIN ST · WHITE PLAINS, NY 10601 | Loan Processing | $14,345 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY & CO. Service code 55 1 NEW YORK PLAZA, 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,100 | $65,061-30.7% | $143,757-68.6% | $66,914-32.6% |
| Participation rate | 60.2% | 65.2%-5.0pp | 80.3%-20.1pp | 69.8%-9.6pp |
| Annual return | -16.82% | -11.14%-5.7pp | -0.04%-16.8pp | 1.58%-18.4pp |
| Employer contribution / active EE | $1,443 | $2,361-38.9% | $4,951-70.9% | $2,544-43.3% |
| Participant deferral / active EE | $1,663 | $2,919-43.0% | $5,637-70.5% | $4,237-60.7% |
| Admin fee / account holder | $395 | $502-21.3% | $14,673-97.3% | $593-33.4% |