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 |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $46,338 |
Service code 28 5707 SOUTHWEST PKWY · AUSTIN, TX 787353300 | Investment Management | $31,986 |
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 | $175,582 | $219,709-20.1% | $109,143+60.9% | - |
| Participation rate | 48.5% | 61.5%-13.0pp | 75.9%-27.4pp | - |
| Annual return | 14.94% | 14.84%+0.1pp | 25.75%-10.8pp | - |
| Employer contribution / active EE | $2,470 | $2,247+9.9% | $3,722-33.6% | - |
| Participant deferral / active EE | $6,144 | $3,260+88.5% | $4,653+32.0% | - |
| Admin fee / account holder | $878 | $13,236-93.4% | $6,752-87.0% | - |