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 |
|---|---|---|
NATIONWIDE4 years Filed as: NATIONWIDE LIFE INSURACE COMPANY Service code 52 · EIN 31-4156830 | Indirect Investment Fees | $55,555 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SRVS LLC (PCG) Service code 27 · EIN 34-1542819 | Advisory (Plan) | $31,499 |
NATIONWIDE7 years Service code 26 | Advisory (Participants) | $18,033 |
Filed as: AUSTIN PETERSON Service code 26 501 FLUID POWER DR. · GENEVA, IL 60134 | Advisory (Participants) | $5,410 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $91,581 | $76,050+20.4% | $96,544-5.1% | $71,457+28.2% |
| Participation rate | 91.2% | 74.4%+16.8pp | 76.0%+15.2pp | 67.9%+23.3pp |
| Annual return | 20.27% | 22.81%-2.5pp | 25.84%-5.6pp | 28.85%-8.6pp |
| Employer contribution / active EE | $4,658 | $2,244+107.5% | $2,965+57.1% | $2,588+80.0% |
| Participant deferral / active EE | $3,504 | $4,215-16.9% | $4,851-27.8% | $4,289-18.3% |
| Admin fee / account holder | $462 | $2,707-83.0% | $8,252-94.4% | $1,587-70.9% |