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 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $20,370 |
Service code 26 ATTN ADVISORY FEES COMPENSATION · WALTHAM, MA 024533483 | Advisory (Participants) | $12,216 |
Service code 15 · EIN 22-2725182 | Recordkeeping | $8,696 |
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 | $32,196 | $51,197-37.1% | $82,719-61.1% | $66,914-51.9% |
| Participation rate | 97.2% | 67.8%+29.4pp | 72.6%+24.6pp | 69.8%+27.4pp |
| Annual return | -16.42% | -9.64%-6.8pp | 701.18%-717.6pp | 1.58%-18.0pp |
| Employer contribution / active EE | $1,371 | $2,611-47.5% | $3,009-54.4% | $2,544-46.1% |
| Participant deferral / active EE | $3,142 | $3,458-9.1% | $4,395-28.5% | $4,237-25.8% |
| Admin fee / account holder | $329 | $416-20.8% | $5,329-93.8% | $593-44.5% |