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 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $50,389 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES FINANCIAL SRVCS Service code 27 P.O. BOX 14527 · ST. PETERSBURG, FL 33733 | Advisory (Plan) | $20,654 |
THE PENSION DESIGN GROUP2+ years Service code 14 760 LAKEVIEW PLAZA BLVD · WORTHINGTON, OH 43085 | Plan Administrator | $15,022 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,824 | $22,291+60.7% | $69,182-48.2% | $63,975-44.0% |
| Participation rate | 8.8% | 35.3%-26.5pp | 55.1%-46.3pp | 71.1%-62.3pp |
| Annual return | 2.40% | 9.30%-6.9pp | -21.93%+24.3pp | 48.65%-46.3pp |
| Employer contribution / active EE | $133 | $325-59.1% | $1,206-89.0% | $2,182-93.9% |
| Participant deferral / active EE | $375 | $808-53.6% | $1,897-80.3% | $3,356-88.8% |
| Admin fee / account holder | $309 | $73+323.1% | $2,697-88.5% | $70+338.6% |