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 |
|---|---|---|
Service code 27 · EIN 42-6755710 | Advisory (Plan) | $34,762 |
NATIONWIDE4 years Filed as: NATIONWIDE LIFE INSURANCE CO Service code 26 · EIN 31-4156830 | Advisory (Participants) | $13,615 |
PLANNED FINANCIAL PROGRAMS4 years Filed as: PLANNED FINANCIAL PROGRAMS CO Service code 10 · EIN 22-1914735 | Accounting | $1,525 |
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 | $142,589 | $84,487+68.8% | $125,339+13.8% | $66,914+113.1% |
| Participation rate | 73.4% | 76.4%-3.0pp | 82.4%-9.0pp | 69.8%+3.6pp |
| Annual return | -15.47% | -8.39%-7.1pp | 572.05%-587.5pp | 1.58%-17.1pp |
| Employer contribution / active EE | $1,083 | $3,553-69.5% | $4,814-77.5% | $2,544-57.4% |
| Participant deferral / active EE | $8,980 | $6,781+32.4% | $7,446+20.6% | $4,237+111.9% |
| Admin fee / account holder | $434 | $685-36.7% | $10,010-95.7% | $593-26.9% |