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 |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 31-4156830 | Recordkeeping | $58,801 |
AB FUNDS2 years Filed as: AB&D CO Service code 13 · EIN 54-1703353 | Contract Administrator | $10,779 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $97,944 | $63,299+54.7% | $91,001+7.6% | $62,292+57.2% |
| Participation rate | 95.0% | 73.3%+21.7pp | 75.6%+19.4pp | 69.5%+25.5pp |
| Annual return | 17.12% | 20.99%-3.9pp | 4.60%+12.5pp | 28.90%-11.8pp |
| Employer contribution / active EE | $2,364 | $1,807+30.9% | $2,456-3.7% | $2,042+15.8% |
| Participant deferral / active EE | $4,944 | $2,943+68.0% | $3,547+39.4% | $3,169+56.0% |
| Admin fee / account holder | $397 | $468-15.1% | $5,417-92.7% | $479-17.2% |