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 9-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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $21,244 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 5707 SOUTHWEST PARKWAY · AUSTIN, TX 787353300 | Advisory (Plan) | $18,981 |
NFP RETIREMENT INC6 years Filed as: NFP CORPORATE SERVICES (NY), LLC Service code 37 · EIN 20-1941665 1405 DAVIS AVE · ENDWELL, NY 13760 | Loan Processing | $7,953 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,802 | $49,451+101.8% | $79,550+25.5% | $66,914+49.1% |
| Participation rate | 39.5% | 61.3%-21.8pp | 69.5%-30.0pp | 69.8%-30.3pp |
| Annual return | -17.39% | 84.25%-101.6pp | 0.16%-17.6pp | 1.58%-19.0pp |
| Employer contribution / active EE | $372 | $1,266-70.6% | $2,413-84.6% | $2,544-85.4% |
| Participant deferral / active EE | $1,465 | $3,159-53.6% | $3,985-63.2% | $4,237-65.4% |
| Admin fee / account holder | $537 | $595-9.7% | $6,832-92.1% | $593-9.5% |