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 Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $83,564 |
INTAC ACTUARIAL SERVICES9+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 15 300 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Recordkeeping | $9,649 |
TRIAD ADVISORS INC2 years Filed as: TRIAD ADVISORS, LLC Service code 52 5155 PEACHTREE PARKWAY · NORCROSS, GA 30092 | Indirect Investment Fees | $0 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,570 | $57,281+40.7% | $86,612-7.0% | $75,163+7.2% |
| Participation rate | 92.6% | 63.2%+29.4pp | 71.7%+20.9pp | 67.2%+25.4pp |
| Annual return | 17.75% | 2670.75%-2653.0pp | 591.07%-573.3pp | 160.62%-142.9pp |
| Employer contribution / active EE | $5,275 | $2,314+127.9% | $3,022+74.5% | $2,670+97.6% |
| Participant deferral / active EE | $11,653 | $3,318+251.2% | $4,438+162.6% | $4,125+182.5% |
| Admin fee / account holder | $412 | $4,112-90.0% | $5,614-92.7% | $5,651-92.7% |