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 |
|---|---|---|
NATIONWIDE10+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $27,705 |
Service code 27 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Plan) | $23,322 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $15,906 |
STALKER & ASSOCIATES, INC.10+ years Service code 15 · EIN 23-2756743 301 SOUTH STATE STREET · NEWTOWN, PA 18940 | Recordkeeping | $14,299 |
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 | $96,677 | $59,417+62.7% | $93,606+3.3% | $74,495+29.8% |
| Participation rate | 76.9% | 59.7%+17.2pp | 68.7%+8.1pp | 67.2%+9.7pp |
| Annual return | 12.79% | 81.83%-69.0pp | 133.20%-120.4pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $1,280 | $1,264+1.3% | $2,420-47.1% | $2,623-51.2% |
| Participant deferral / active EE | $3,492 | $3,050+14.5% | $4,411-20.8% | $4,346-19.6% |
| Admin fee / account holder | $366 | $3,021-87.9% | $8,285-95.6% | $1,942-81.1% |