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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $29,802 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 26 ATTN RETIREMENT PLAN SOLUTIONS · EL SEGUNDO, CA 90245 | Advisory (Participants) | $21,187 |
Filed as: LATITUDE SERVICE COMPANY, INC. Service code 49 1500 NORTH OAK DRIVE · PLYMOUTH, IN 465633431 | Other Services | $13,857 |
MONNIER & CO5+ years Service code 10 1055 FAIRINGTON DRIVE · SIDNEY, OH 453650459 | Accounting | $12,450 |
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 | $99,862 | $76,367+30.8% | $93,606+6.7% | $72,985+36.8% |
| Participation rate | 90.3% | 71.7%+18.6pp | 75.8%+14.5pp | 69.5%+20.8pp |
| Annual return | 22.89% | 25.82%-2.9pp | 32.76%-9.9pp | 81.00%-58.1pp |
| Employer contribution / active EE | $1,369 | $2,275-39.8% | $2,718-49.6% | $2,440-43.9% |
| Participant deferral / active EE | $3,986 | $3,538+12.7% | $4,069-2.0% | $3,607+10.5% |
| Admin fee / account holder | $871 | $6,838-87.3% | $7,888-89.0% | $5,124-83.0% |