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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $52,291 |
Filed as: IFP ADVISORS, INC. Service code 26 3030 N ROCKY POINT DR STE 700 · TAMPA, FL 33607 | Advisory (Participants) | $37,600 |
NEWPORT GROUP, INC.4 years Service code 15 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $34,437 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,500 | $71,883+135.8% | $86,677+95.6% | $68,494+147.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.62% | 3.52%-20.1pp | 35.91%-52.5pp | -7.84%-8.8pp |
| Employer contribution / active EE | $3,488 | $2,173+60.5% | $2,836+23.0% | $2,596+34.4% |
| Participant deferral / active EE | $3,605 | $3,779-4.6% | $4,656-22.6% | $4,027-10.5% |
| Admin fee / account holder | $348 | $6,112-94.3% | $7,493-95.4% | $5,403-93.6% |