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 |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $25,671 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADV INS AGY LLC Service code 28 · EIN 34-1542819 NC1409 · CHARLOTTE, NC 282881207 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,387 | $85,766+5.4% | $136,294-33.7% | $70,131+28.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 8.57% | 31.45%-22.9pp | 5155.94%-5147.4pp | 73.14%-64.6pp |
| Employer contribution / active EE | $3,060 | $2,966+3.2% | $4,695-34.8% | $2,342+30.6% |
| Participant deferral / active EE | $6,615 | $5,051+31.0% | $6,247+5.9% | $3,332+98.6% |
| Admin fee / account holder | $2 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |