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 |
|---|---|---|
NATIONWIDE5+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $49,707 |
Filed as: KESTRA INVESTMENT SERVICES Service code 26 5707 SOUTHWEST PARKWAY · AUSTIN, TX 787353300 | Advisory (Participants) | $29,060 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $85,183 | $64,919+31.2% | $392,568-78.3% | $65,185+30.7% |
| Participation rate | 75.5% | 72.0%+3.5pp | 78.1%-2.6pp | 70.2%+5.3pp |
| Annual return | 24.43% | 26.09%-1.7pp | 24.42%0pp | 29.38%-5.0pp |
| Employer contribution / active EE | $835 | $2,374-64.8% | $3,783-77.9% | $2,177-61.6% |
| Participant deferral / active EE | $3,172 | $3,668-13.5% | $5,985-47.0% | $3,514-9.7% |
| Admin fee / account holder | $595 | $634-6.1% | $6,260-90.5% | $847-29.8% |