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 |
|---|---|---|
NATIONWIDE9+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $5,426 |
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).
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 | $55,122 | $71,516-22.9% | $98,439-44.0% | $71,457-22.9% |
| Participation rate | 91.5% | 72.7%+18.8pp | 75.2%+16.3pp | 67.9%+23.6pp |
| Annual return | 16.24% | 32.41%-16.2pp | 21.16%-4.9pp | 28.85%-12.6pp |
| Employer contribution / active EE | $2,275 | $2,399-5.2% | $3,048-25.4% | $2,588-12.1% |
| Participant deferral / active EE | $3,871 | $4,109-5.8% | $4,738-18.3% | $4,289-9.7% |
| Admin fee / account holder | $466 | $1,675-72.2% | $8,948-94.8% | $1,587-70.7% |