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 |
|---|---|---|
NATIONWIDE6 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $20,975 |
Service code 26 ATTN ADVISORY FEES COMPENSATION · WALTHAM, MA 024533483 | Advisory (Participants) | $13,256 |
Service code 15 · EIN 22-2725182 | Recordkeeping | $9,670 |
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 | $42,935 | $60,323-28.8% | $81,812-47.5% | $74,495-42.4% |
| Participation rate | 96.8% | 62.9%+34.0pp | 72.3%+24.5pp | 67.2%+29.6pp |
| Annual return | 15.22% | 16.90%-1.7pp | 773.79%-758.6pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $1,576 | $2,620-39.9% | $2,912-45.9% | $2,623-39.9% |
| Participant deferral / active EE | $3,314 | $3,387-2.2% | $4,319-23.3% | $4,346-23.7% |
| Admin fee / account holder | $372 | $1,486-74.9% | $7,386-95.0% | $1,942-80.8% |