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) | $40,060 |
NATIONWIDE5 years Filed as: NATIONWIDE LIFE INSURANCE CO Service code 26 · EIN 31-4156830 | Advisory (Participants) | $15,711 |
PLANNED FINANCIAL PROGRAMS5 years Filed as: PLANNED FINANCIAL PROGRAMS CO Service code 10 · EIN 22-1914735 | Accounting | $1,615 |
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 | $175,090 | $91,407+91.5% | $135,903+28.8% | $71,457+145.0% |
| Participation rate | 77.5% | 75.7%+1.8pp | 81.9%-4.5pp | 67.9%+9.5pp |
| Annual return | 17.63% | 29.90%-12.3pp | 68.23%-50.6pp | 28.85%-11.2pp |
| Employer contribution / active EE | $1,110 | $3,703-70.0% | $4,856-77.1% | $2,588-57.1% |
| Participant deferral / active EE | $10,129 | $7,092+42.8% | $7,758+30.6% | $4,289+136.2% |
| Admin fee / account holder | $503 | $1,266-60.2% | $10,762-95.3% | $1,587-68.3% |