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 |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICES Service code 55 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Other Commissions | $44,126 |
Service code 14 955 CHESTERBROOK BLVD · WAYNE, PA 19087 | Plan Administrator | $44,126 |
NATIONWIDE9+ years Filed as: NATIONWIDE LIFE INSURANCE CO Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $24,210 |
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 | $75,513 | $76,050-0.7% | $96,544-21.8% | $71,457+5.7% |
| Participation rate | 96.8% | 74.4%+22.4pp | 76.0%+20.9pp | 67.9%+28.9pp |
| Annual return | 15.16% | 22.81%-7.7pp | 25.84%-10.7pp | 28.85%-13.7pp |
| Employer contribution / active EE | $1,444 | $2,244-35.7% | $2,965-51.3% | $2,588-44.2% |
| Participant deferral / active EE | $3,250 | $4,215-22.9% | $4,851-33.0% | $4,289-24.2% |
| Admin fee / account holder | $375 | $2,707-86.1% | $8,252-95.5% | $1,587-76.4% |