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 |
|---|---|---|
NATIONWIDE1 year Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $36,751 |
Filed as: LINCOLN FINANCIAL ADVISORS Service code 55 1300 S. CLINTON ST., SUITE 150 · FORT WAYNE, IN 46802 | Other Commissions | $0 |
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).
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 | $76,528 | $77,813-1.7% | $123,544-38.1% | $64,186+19.2% |
| Participation rate | 78.5% | 74.7%+3.8pp | 82.3%-3.8pp | 69.6%+8.9pp |
| Annual return | -7.16% | 12.48%-19.6pp | 119.20%-126.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,604 | $3,014-46.8% | $4,628-65.3% | $2,381-32.6% |
| Participant deferral / active EE | $4,929 | $5,240-5.9% | $6,426-23.3% | $3,470+42.1% |
| Admin fee / account holder | $395 | $5,519-92.8% | $9,284-95.7% | $4,888-91.9% |