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 9-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 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $31,873 |
EDWARD JONES2 years Filed as: EDWARD D A SOMMER Service code 27 300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085 | Advisory (Plan) | $9,726 |
OPOC.US1 year Service code 14 300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085 | Plan Administrator | $500 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA INC. Service code 27 123325 PORT GRACE BLVD. · LA VISTA, NE 68128 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,369 | $78,422-49.8% | $95,952-59.0% | $79,858-50.7% |
| Participation rate | 83.8% | 73.5%+10.3pp | 77.1%+6.7pp | 69.6%+14.1pp |
| Annual return | 17.40% | 19.37%-2.0pp | 91.61%-74.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $678 | $1,945-65.1% | $2,541-73.3% | $2,471-72.6% |
| Participant deferral / active EE | $5,246 | $3,440+52.5% | $4,167+25.9% | $3,740+40.3% |
| Admin fee / account holder | $326 | $5,622-94.2% | $6,795-95.2% | $5,306-93.8% |