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 |
|---|---|---|
TS&W INTERNATIONAL2 years Filed as: FM INTERNATIONAL Service code 15 · EIN 11-3416243 11 PROSPECT ST · HUNTINGTON, NY 11743 | Recordkeeping | $26,886 |
Filed as: LEAFHOUSE FINANCIAL Service code 27 · EIN 26-4311657 6504 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Advisory (Plan) | $10,037 |
NATIONWIDE3 years Service code 22 · EIN 31-4156830 ONE NATIONWIDE · COLUMBUS, OH 43215 | Insurance Broker | $2,007 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,998 | $91,538+182.9% | $129,995+99.2% | $75,163+244.6% |
| Participation rate | 77.6% | 71.4%+6.1pp | 78.5%-0.9pp | 67.2%+10.4pp |
| Annual return | 15.76% | -631.11%+646.9pp | -137.18%+152.9pp | 160.62%-144.9pp |
| Employer contribution / active EE | $2,847 | $2,845+0.1% | $4,320-34.1% | $2,670+6.7% |
| Participant deferral / active EE | $11,292 | $4,341+160.1% | $5,820+94.0% | $4,125+173.7% |
| Admin fee / account holder | $480 | $6,790-92.9% | $10,614-95.5% | $5,651-91.5% |