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 |
|---|---|---|
NATIONWIDE3 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $18,611 |
Service code 26 ATTN ADVISORY FEES COMPENSATION · WALTHAM, MA 024533483 | Advisory (Participants) | $11,216 |
Service code 15 · EIN 22-2725182 | Recordkeeping | $8,602 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $39,249 | $63,745-38.4% | $98,442-60.1% | $79,386-50.6% |
| Participation rate | 99.0% | 69.9%+29.1pp | 73.3%+25.7pp | 70.7%+28.3pp |
| Annual return | 29.31% | 625.80%-596.5pp | 1492.73%-1463.4pp | 116.85%-87.5pp |
| Employer contribution / active EE | $1,492 | $2,557-41.6% | $2,960-49.6% | $2,427-38.5% |
| Participant deferral / active EE | $2,772 | $3,303-16.1% | $4,276-35.2% | $4,046-31.5% |
| Admin fee / account holder | $320 | $516-38.0% | $5,949-94.6% | $626-49.0% |