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 |
|---|---|---|
NATIONWIDE3 years Filed as: NATIONWIDE LIFE INSURACE COMPANY Service code 52 · EIN 31-4156830 | Indirect Investment Fees | $57,776 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SRVS LLC (PCG) Service code 27 · EIN 34-1542819 | Advisory (Plan) | $29,137 |
THE RETIREMENT ADVANTAGE INC3 years Filed as: THE RETIRMENT ADVANTAGE INC Service code 13 | Contract Administrator | $7,139 |
THE RETIREMENT ADVANTAGE INC3 years Service code 13 · EIN 39-1458576 | Contract Administrator | $3,535 |
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.
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 | $77,755 | $65,435+18.8% | $86,677-10.3% | $66,914+16.2% |
| Participation rate | 91.7% | 75.5%+16.2pp | 76.6%+15.1pp | 69.8%+21.9pp |
| Annual return | -19.01% | -10.89%-8.1pp | 35.91%-54.9pp | 1.58%-20.6pp |
| Employer contribution / active EE | $4,452 | $2,153+106.7% | $2,836+56.9% | $2,544+75.0% |
| Participant deferral / active EE | $3,470 | $4,100-15.4% | $4,656-25.5% | $4,237-18.1% |
| Admin fee / account holder | $453 | $642-29.4% | $7,493-94.0% | $593-23.7% |