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 |
|---|---|---|
NATIONWIDE7+ years Service code 19 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLOMBUS, OH 43215 | Securities Custodian | $73,317 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA, INC Service code 27 | Advisory (Plan) | $40,418 |
FRANKEL LERNER & O'CONNOR7+ years Service code 13 · EIN 23-2121805 1600 HORIZON DRIVE · CHALFONT, PA 189144100 | Contract Administrator | $20,364 |
KREISCHER MILLER7+ years Service code 10 · EIN 23-1980475 100 WITMER ROAD · HORSHAM, PA 190442369 | Accounting | $9,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,367 | $70,428+83.7% | $96,562+34.0% | $85,850+50.7% |
| Participation rate | 94.4% | 61.8%+32.6pp | 69.8%+24.6pp | 69.3%+25.1pp |
| Annual return | 14.15% | 18.59%-4.4pp | 37.78%-23.6pp | 318.53%-304.4pp |
| Employer contribution / active EE | $989 | $1,413-30.0% | $2,356-58.0% | $2,565-61.4% |
| Participant deferral / active EE | $2,146 | $2,894-25.9% | $3,849-44.3% | $3,952-45.7% |
| Admin fee / account holder | $980 | $4,997-80.4% | $6,181-84.1% | $6,260-84.3% |