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 12 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Direct payment from the plan; Claims ... | $16,956 |
LJI WEALTH MANAGEMENT, LLC2 years Service code 26 6569 CARROLLTON AVE · INDIANAPOLIS, IN 46220 | Advisory (Participants) | $12,696 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $40,223 | $54,573-26.3% | $90,951-55.8% | $73,488-45.3% |
| Participation rate | 57.3% | 61.2%-3.8pp | 69.0%-11.7pp | 70.7%-13.3pp |
| Annual return | 8.79% | 16.69%-7.9pp | 134.60%-125.8pp | 28.51%-19.7pp |
| Employer contribution / active EE | $307 | $991-69.0% | $2,122-85.5% | $2,270-86.5% |
| Participant deferral / active EE | $1,784 | $2,517-29.1% | $3,373-47.1% | $3,740-52.3% |
| Admin fee / account holder | $311 | $521-40.3% | $5,959-94.8% | $513-39.3% |