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 |
|---|---|---|
NATIONWIDE5+ years Service code 19 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLOMBUS, OH 43215 | Securities Custodian | $56,999 |
SECURITIES AMERICA INC3 years Service code 27 | Advisory (Plan) | $31,334 |
FRANKEL LERNER & O'CONNOR5+ years Service code 13 · EIN 23-2121805 1600 HORIZON DRIVE · CHALFONT, PA 189144100 | Contract Administrator | $24,137 |
KREISCHER MILLER5+ years Service code 10 · EIN 23-1980475 100 WITMER ROAD · HORSHAM, PA 190442369 | Accounting | $16,600 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $98,925 | $58,512+69.1% | $84,015+17.7% | $72,985+35.5% |
| Participation rate | 96.0% | 61.2%+34.8pp | 69.0%+27.0pp | 69.5%+26.5pp |
| Annual return | 19.15% | 28.93%-9.8pp | 71.31%-52.2pp | 81.00%-61.9pp |
| Employer contribution / active EE | $957 | $1,163-17.7% | $1,983-51.7% | $2,440-60.8% |
| Participant deferral / active EE | $2,236 | $2,394-6.6% | $3,239-31.0% | $3,607-38.0% |
| Admin fee / account holder | $927 | $4,569-79.7% | $6,101-84.8% | $5,124-81.9% |