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 · EIN 31-4156830 | Recordkeeping | $58,948 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,201 | $71,516+90.4% | $98,439+38.4% | $71,457+90.6% |
| Participation rate | 92.8% | 72.7%+20.1pp | 75.2%+17.6pp | 67.9%+24.9pp |
| Annual return | 15.48% | 32.41%-16.9pp | 21.16%-5.7pp | 28.85%-13.4pp |
| Employer contribution / active EE | $2,702 | $2,399+12.6% | $3,048-11.4% | $2,588+4.4% |
| Participant deferral / active EE | $5,312 | $4,109+29.3% | $4,738+12.1% | $4,289+23.8% |
| Admin fee / account holder | $833 | $1,675-50.2% | $8,948-90.7% | $1,587-47.5% |