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 |
|---|---|---|
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,601 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 17 5440 W 110TH STREET · SHAWNEE MISSION, KS 66211 | Pension Consulting | $5,442 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,285 | $95,416-69.3% | $185,823-84.2% | $85,850-65.9% |
| Participation rate | 56.3% | 68.8%-12.5pp | 81.7%-25.5pp | 69.3%-13.1pp |
| Annual return | 10.05% | 23.59%-13.5pp | 122.05%-112.0pp | 318.53%-308.5pp |
| Employer contribution / active EE | $59 | $3,314-98.2% | $5,167-98.9% | $2,565-97.7% |
| Participant deferral / active EE | $1,233 | $3,423-64.0% | $5,568-77.9% | $3,952-68.8% |
| Admin fee / account holder | $359 | $7,213-95.0% | $16,237-97.8% | $6,260-94.3% |