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 |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $41,422 |
Service code 28 5707 SOUTHWEST PKWY · AUSTIN, TX 787353300 | Investment Management | $28,572 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,724 | $64,707+122.1% | $112,228+28.1% | $68,494+109.8% |
| Participation rate | 48.8% | 67.2%-18.3pp | 75.1%-26.3pp | 67.9%-19.1pp |
| Annual return | -16.16% | -11.40%-4.8pp | 27.45%-43.6pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,855 | $2,746+4.0% | $3,635-21.5% | $2,596+10.0% |
| Participant deferral / active EE | $6,736 | $3,565+89.0% | $4,728+42.5% | $4,027+67.3% |
| Admin fee / account holder | $784 | $5,232-85.0% | $6,410-87.8% | $5,403-85.5% |