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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $18,857 |
GEM-YOUNG WEALTH ADVISORS4+ years Service code 27 · EIN 46-5439400 | Advisory (Plan) | $16,106 |
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 | $83,733 | $66,310+26.3% | $93,606-10.5% | $65,185+28.5% |
| Participation rate | 75.2% | 74.0%+1.3pp | 75.8%-0.6pp | 70.2%+5.0pp |
| Annual return | 5.68% | 42.58%-36.9pp | 32.76%-27.1pp | 29.38%-23.7pp |
| Employer contribution / active EE | $1,174 | $2,012-41.7% | $2,718-56.8% | $2,177-46.1% |
| Participant deferral / active EE | $1,891 | $3,342-43.4% | $4,069-53.5% | $3,514-46.2% |
| Admin fee / account holder | $453 | $6,897-93.4% | $7,888-94.3% | $847-46.5% |