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 8-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 |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-4156830 ONE COLUMBUS PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,509 |
Service code 15 · EIN 38-3254950 3497 AUBURN ROAD · AUBURN HILLS, MI 48326 | Recordkeeping | $2,420 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $68,777 | $57,384+19.9% | $106,387-35.4% | $56,287+22.2% |
| Participation rate | 24.1% | 71.3%-47.2pp | 77.5%-53.3pp | 69.9%-45.7pp |
| Annual return | -8.10% | 5.91%-14.0pp | 0.25%-8.4pp | -9.96%+1.9pp |
| Employer contribution / active EE | $1,066 | $2,348-54.6% | $3,520-69.7% | $2,111-49.5% |
| Participant deferral / active EE | $1,795 | $3,799-52.8% | $5,421-66.9% | $3,350-46.4% |
| Admin fee / account holder | $367 | $566-35.3% | $7,510-95.1% | $521-29.6% |