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 |
|---|---|---|
NATIONWIDE6 years Service code 15 · EIN 31-4156830 | Recordkeeping | $69,034 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,214 | $78,485+37.9% | $106,213+1.9% | $74,495+45.3% |
| Participation rate | 98.0% | 72.8%+25.2pp | 75.3%+22.7pp | 67.2%+30.8pp |
| Annual return | 11.21% | 15.95%-4.7pp | 116.14%-104.9pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $2,323 | $2,523-7.9% | $3,171-26.8% | $2,623-11.5% |
| Participant deferral / active EE | $4,677 | $4,322+8.2% | $5,016-6.8% | $4,346+7.6% |
| Admin fee / account holder | $379 | $2,232-83.0% | $11,033-96.6% | $1,942-80.5% |