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.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 64 · EIN 31-1592130 | Recordkeeping Fees | $41,903 |
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 99 · EIN 04-2675571 29 SAWYER RD · WALTHAM, MA 02453 | Other Fees | $31,167 |
NYDIA RETIREMENT SOLUTIONS1+ years Service code 15 · EIN 86-1001235 7600 N. 16TH ST, STE 240 · PHOENIX, AZ 85020 | Recordkeeping | $11,027 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,468 | $49,915-45.0% | $154,803-82.3% | $74,304-63.0% |
| Participation rate | 86.6% | 54.0%+32.7pp | 78.1%+8.6pp | 60.3%+26.3pp |
| Annual return | 15.41% | 34.06%-18.6pp | 58.88%-43.5pp | 29.43%-14.0pp |
| Employer contribution / active EE | $1,945 | $1,611+20.7% | $4,305-54.8% | $2,241-13.2% |
| Participant deferral / active EE | $5,113 | $2,255+126.8% | $5,540-7.7% | $3,767+35.7% |
| Admin fee / account holder | $122 | $2,189-94.4% | $14,329-99.1% | $2,969-95.9% |