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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $30,098 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 26 ATTN RETIREMENT PLAN SOLUTIONS · EL SEGUNDO, CA 90245 | Advisory (Participants) | $22,805 |
MONNIER & CO6+ years Service code 10 1055 FAIRINGTON DRIVE · SIDNEY, OH 453650459 | Accounting | $13,900 |
LATITUDE SERVICE COMPANY INC2 years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 49 1500 NORTH OAK DRIVE · PLYMOUTH, IN 465633431 | Other Services | $13,714 |
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 | $114,779 | $81,208+41.3% | $98,907+16.0% | $79,858+43.7% |
| Participation rate | 88.4% | 72.5%+15.9pp | 76.0%+12.4pp | 69.6%+18.8pp |
| Annual return | 14.53% | 60.99%-46.5pp | 196.43%-181.9pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,317 | $1,960-32.8% | $2,689-51.0% | $2,471-46.7% |
| Participant deferral / active EE | $3,867 | $3,265+18.4% | $4,244-8.9% | $3,740+3.4% |
| Admin fee / account holder | $904 | $6,013-85.0% | $6,642-86.4% | $5,306-83.0% |