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 28 · EIN 82-3880559 | Investment Management | $11,022 |
NATIONWIDE1 year Service code 15 · EIN 31-4156830 | Recordkeeping | $5,998 |
Filed as: IRON FIDUCIARY Service code 28 · EIN 99-9552241 | Investment Management | $2,205 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $441 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $297,264 | $177,572+67.4% | $154,803+92.0% | $142,382+108.8% |
| Participation rate | 76.5% | 82.1%-5.6pp | 78.1%-1.6pp | 80.1%-3.6pp |
| Annual return | 15.26% | 65.07%-49.8pp | 58.88%-43.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $7,796 | $4,810+62.1% | $4,305+81.1% | $4,299+81.4% |
| Participant deferral / active EE | $5,949 | $6,272-5.1% | $5,540+7.4% | $6,507-8.6% |
| Admin fee / account holder | $5,062 | $16,786-69.8% | $14,329-64.7% | $12,624-59.9% |