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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $21,659 |
GEM-YOUNG WEALTH ADVISORS1+ years Service code 27 · EIN 46-5439400 | Advisory (Plan) | $10,450 |
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 | $70,820 | $58,828+20.4% | $77,999-9.2% | $62,891+12.6% |
| Participation rate | 79.2% | 71.1%+8.1pp | 75.5%+3.6pp | 69.3%+9.9pp |
| Annual return | -1.59% | 17.16%-18.7pp | 425.96%-427.5pp | 20.14%-21.7pp |
| Employer contribution / active EE | $836 | $1,672-50.0% | $2,470-66.1% | $2,281-63.3% |
| Participant deferral / active EE | $1,218 | $2,686-54.6% | $3,497-65.2% | $3,203-62.0% |
| Admin fee / account holder | $407 | $4,393-90.7% | $5,480-92.6% | $4,296-90.5% |