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 | $25,388 |
OPOC.US1 year Service code 14 300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085 | Plan Administrator | $1,650 |
EDWARD JONES7+ years Filed as: EDWARD D.A. SOMMER Service code 27 300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085 | Advisory (Plan) | $832 |
SECURITIES AMERICA INC4 years Filed as: SECURITIES AMERICA INC. Service code 27 12325 PORT GRACE BLVD. · LA VISTA, NE 68128 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,333 | $61,052-38.8% | $142,863-73.9% | $79,386-53.0% |
| Participation rate | 27.5% | 60.1%-32.6pp | 71.9%-44.4pp | 70.7%-43.2pp |
| Annual return | 11.51% | 16.02%-4.5pp | 5637.54%-5626.0pp | 116.85%-105.3pp |
| Employer contribution / active EE | $0 | $1,481-100.0% | $4,144-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $800 | $2,879-72.2% | $3,837-79.1% | $4,046-80.2% |
| Admin fee / account holder | $639 | $659-3.0% | $6,560-90.3% | $626+2.1% |