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 |
|---|---|---|
NATIONWIDE3 years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $43,810 |
RKL LLP1 year Service code 10 320 MARKET STREET · HARRISBURG, PA 17101 | Accounting | $20,196 |
BONNIE MANNING2 years Filed as: BONNIE MILLER Service code 99 TOBASH INSURANCE AGENCY · CRESSONA, PA 17929 | Other Fees | $9,271 |
Filed as: MICHAEL TOBASH Service code 99 TOBASH INSURANCE AGENCY · CRESSONA, PA 17929 | Other Fees | $6,181 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,983 | $124,414-74.3% | $115,157-72.2% | $67,579-52.7% |
| Participation rate | 53.2% | 58.1%-4.9pp | 75.9%-22.7pp | 71.3%-18.1pp |
| Annual return | 20.95% | 29.40%-8.5pp | 35.60%-14.7pp | 378.56%-357.6pp |
| Employer contribution / active EE | $729 | $1,454-49.9% | $3,179-77.1% | $2,148-66.0% |
| Participant deferral / active EE | $1,382 | $2,331-40.7% | $4,168-66.8% | $3,539-60.9% |
| Admin fee / account holder | $343 | $361-5.0% | $7,088-95.2% | $142+141.2% |