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 | $20,223 |
GEM-YOUNG WEALTH ADVISORS5+ years Service code 27 · EIN 46-5439400 | Advisory (Plan) | $16,946 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $86,480 | $70,908+22.0% | $98,907-12.6% | $73,488+17.7% |
| Participation rate | 61.1% | 73.8%-12.7pp | 76.0%-14.9pp | 70.7%-9.6pp |
| Annual return | 3.76% | 34.17%-30.4pp | 196.43%-192.7pp | 28.51%-24.8pp |
| Employer contribution / active EE | $957 | $2,036-53.0% | $2,689-64.4% | $2,270-57.9% |
| Participant deferral / active EE | $1,580 | $3,500-54.8% | $4,244-62.8% | $3,740-57.7% |
| Admin fee / account holder | $457 | $535-14.6% | $6,642-93.1% | $513-11.0% |