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 |
|---|---|---|
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $52,219 |
Filed as: IFP ADVISORS, INC. Service code 26 3030 N ROCKY POINT DR STE 700 · TAMPA, FL 33607 | Advisory (Participants) | $38,442 |
NEWPORT GROUP, INC.5 years Service code 15 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $31,696 |
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 | $196,713 | $80,968+143.0% | $96,544+103.8% | $75,163+161.7% |
| Participation rate | 96.7% | 71.8%+25.0pp | 76.0%+20.8pp | 67.2%+29.5pp |
| Annual return | 15.19% | 27.06%-11.9pp | 25.84%-10.6pp | 160.62%-145.4pp |
| Employer contribution / active EE | $3,261 | $2,282+42.9% | $2,965+10.0% | $2,670+22.1% |
| Participant deferral / active EE | $3,331 | $3,928-15.2% | $4,851-31.3% | $4,125-19.3% |
| Admin fee / account holder | $353 | $6,724-94.7% | $8,252-95.7% | $5,651-93.8% |