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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $17,037 |
GEM-YOUNG WEALTH ADVISORS2+ years Service code 27 · EIN 46-5439400 | Advisory (Plan) | $15,343 |
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.
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 | $78,453 | $63,299+23.9% | $91,001-13.8% | $62,292+25.9% |
| Participation rate | 73.3% | 73.3%0pp | 75.6%-2.3pp | 69.5%+3.8pp |
| Annual return | 11.92% | 20.99%-9.1pp | 4.60%+7.3pp | 28.90%-17.0pp |
| Employer contribution / active EE | $905 | $1,807-49.9% | $2,456-63.2% | $2,042-55.7% |
| Participant deferral / active EE | $1,555 | $2,943-47.1% | $3,547-56.2% | $3,169-50.9% |
| Admin fee / account holder | $420 | $468-10.1% | $5,417-92.2% | $479-12.3% |