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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 · EIN 31-5192130 | Recordkeeping | $59,282 |
WESTERN INTERNATIONAL SEURITY4+ years Service code 27 70 SOUTH LAKE AVE · PASADENA, CA 91101 | Advisory (Plan) | $0 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,353 | $89,355-24.6% | $141,162-52.3% | $72,985-7.7% |
| Participation rate | 88.0% | 75.1%+12.9pp | 82.5%+5.5pp | 69.5%+18.5pp |
| Annual return | 20.27% | 111.85%-91.6pp | 71.39%-51.1pp | 81.00%-60.7pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,665 | $5,418+4.6% | $6,709-15.6% | $3,607+57.0% |
| Admin fee / account holder | $618 | $5,958-89.6% | $10,261-94.0% | $5,124-87.9% |