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 19 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLOMBUS, OH 43215 | Securities Custodian | $60,222 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA, INC Service code 27 | Advisory (Plan) | $33,846 |
FRANKEL LERNER & O'CONNOR6+ years Service code 13 · EIN 23-2121805 1600 HORIZON DRIVE · CHALFONT, PA 189144100 | Contract Administrator | $22,883 |
KREISCHER MILLER6+ years Service code 10 · EIN 23-1980475 100 WITMER ROAD · HORSHAM, PA 190442369 | Accounting | $8,750 |
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 | $113,132 | $65,041+73.9% | $90,951+24.4% | $79,858+41.7% |
| Participation rate | 96.0% | 61.6%+34.4pp | 69.0%+27.0pp | 69.6%+26.4pp |
| Annual return | 11.94% | 30.45%-18.5pp | 134.60%-122.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $998 | $1,247-19.9% | $2,122-52.9% | $2,471-59.6% |
| Participant deferral / active EE | $2,071 | $2,512-17.6% | $3,373-38.6% | $3,740-44.6% |
| Admin fee / account holder | $852 | $4,536-81.2% | $5,959-85.7% | $5,306-83.9% |