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 9-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 |
|---|---|---|
NATIONWIDE3 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $35,543 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 4340 REDWOOD HWY B-60 · SAN RAFAEL, CA 94903 | Advisory (Participants) | $32,157 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,070 | $57,281+139.3% | $86,612+58.3% | $75,163+82.4% |
| Participation rate | 55.1% | 63.2%-8.1pp | 71.7%-16.6pp | 67.2%-12.1pp |
| Annual return | -16.79% | 2670.75%-2687.5pp | 591.07%-607.9pp | 160.62%-177.4pp |
| Employer contribution / active EE | $7,799 | $2,314+237.0% | $3,022+158.0% | $2,670+192.1% |
| Participant deferral / active EE | $6,772 | $3,318+104.1% | $4,438+52.6% | $4,125+64.2% |
| Admin fee / account holder | $728 | $4,112-82.3% | $5,614-87.0% | $5,651-87.1% |