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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $57,221 |
M HOLDINGS SECURITIES INC1+ years Filed as: M HOLDINGS SECURITIES, INC. Service code 52 · EIN 91-1802259 1125 NW COUCH STREET · PORTLAND, OR 97209 | Indirect Investment Fees | $26,216 |
LOVASCO CONSULTING GROUP1+ years Service code 15 | Recordkeeping | $3,963 |
CK FINANCIAL LLC1+ years Filed as: M FINANCIAL Service code 49 | Other Services | $1,437 |
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.)
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 | $73,642 | $72,177+2.0% | $115,037-36.0% | $59,632+23.5% |
| Participation rate | 50.5% | 72.6%-22.0pp | 81.4%-30.9pp | 68.7%-18.2pp |
| Annual return | 0.35% | 12.02%-11.7pp | 26.14%-25.8pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,259 | $4,783-31.9% | $6,026-45.9% | $3,192+2.1% |
| Admin fee / account holder | $454 | $4,927-90.8% | $8,175-94.5% | $4,297-89.4% |