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 |
|---|---|---|
FAIRHAVEN WEALTH MANAGEMENT, LLC5+ years Service code 27 2015 SPRING RD SUITE 230 · OAK BROOK, IL 60523 | Advisory (Plan) | $24,268 |
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $21,195 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,605 | $78,422-22.7% | $95,952-36.8% | $79,858-24.1% |
| Participation rate | 98.7% | 73.5%+25.2pp | 77.1%+21.6pp | 69.6%+29.0pp |
| Annual return | 17.64% | 19.37%-1.7pp | 91.61%-74.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,590 | $1,945-18.2% | $2,541-37.4% | $2,471-35.6% |
| Participant deferral / active EE | $3,544 | $3,440+3.0% | $4,167-15.0% | $3,740-5.3% |
| Admin fee / account holder | $213 | $5,622-96.2% | $6,795-96.9% | $5,306-96.0% |