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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $60,076 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES FINANCIAL SRVCS Service code 27 P.O. BOX 14527 · ST. PETERSBURG, FL 33733 | Advisory (Plan) | $26,223 |
THE PENSION DESIGN GROUP3+ years Service code 14 760 LAKEVIEW PLAZA BLVD · WORTHINGTON, OH 43085 | Plan Administrator | $18,689 |
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.)
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 | $38,776 | $25,165+54.1% | $73,545-47.3% | $77,958-50.3% |
| Participation rate | 10.0% | 36.6%-26.6pp | 54.9%-44.9pp | 71.6%-61.6pp |
| Annual return | 16.19% | 18.12%-1.9pp | -15.16%+31.3pp | 20.87%-4.7pp |
| Employer contribution / active EE | $154 | $395-60.9% | $1,219-87.3% | $2,310-93.3% |
| Participant deferral / active EE | $440 | $898-51.0% | $1,806-75.6% | $3,537-87.6% |
| Admin fee / account holder | $305 | $76+302.4% | $2,320-86.9% | $97+213.1% |