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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $14,639 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 26 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Advisory (Participants) | $0 |
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 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 | $55,902 | $65,365-14.5% | $92,893-39.8% | $72,985-23.4% |
| Participation rate | 99.0% | 68.3%+30.6pp | 76.0%+23.0pp | 69.5%+29.5pp |
| Annual return | 9.59% | 42.10%-32.5pp | 109.41%-99.8pp | 81.00%-71.4pp |
| Employer contribution / active EE | $3,065 | $2,594+18.1% | $3,653-16.1% | $2,440+25.6% |
| Participant deferral / active EE | $1,718 | $3,128-45.1% | $4,236-59.4% | $3,607-52.4% |
| Admin fee / account holder | $327 | $4,251-92.3% | $5,794-94.4% | $5,124-93.6% |