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 |
|---|---|---|
NATIONWIDE8+ years Service code 19 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLOMBUS, OH 43215 | Securities Custodian | $67,253 |
SECURITIES AMERICA INC3 years Filed as: SECURITIES AMERICA, INC Service code 27 | Advisory (Plan) | $36,224 |
FRANKEL LERNER & O'CONNOR8+ years Service code 13 · EIN 23-2121805 1600 HORIZON DRIVE · CHALFONT, PA 189144100 | Contract Administrator | $25,075 |
KREISCHER MILLER8+ years Service code 10 · EIN 23-1980475 100 WITMER ROAD · HORSHAM, PA 190442369 | Accounting | $10,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,352 | $59,805+77.8% | $79,550+33.7% | $68,494+55.3% |
| Participation rate | 94.4% | 61.1%+33.3pp | 69.5%+24.9pp | 67.9%+26.5pp |
| Annual return | -14.74% | -12.30%-2.4pp | 0.16%-14.9pp | -7.84%-6.9pp |
| Employer contribution / active EE | $954 | $1,505-36.6% | $2,413-60.4% | $2,596-63.2% |
| Participant deferral / active EE | $2,117 | $3,024-30.0% | $3,985-46.9% | $4,027-47.4% |
| Admin fee / account holder | $1,058 | $4,835-78.1% | $6,832-84.5% | $5,403-80.4% |