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 |
|---|---|---|
NATIONWIDE11+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $86,731 |
Service code 26 · EIN 59-3331424 3030 N ROCKY POINT DR STE 700 · TAMPA, FL 33607 | Advisory (Participants) | $42,487 |
NEWPORT GROUP, INC.7 years Service code 15 · EIN 42-1451295 DEPT CH 17048 · PALATINE, IL 60055 | Recordkeeping | $21,612 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 PO BOX 734602 · CHICAGO, IL 60673 | Recordkeeping | $12,454 |
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 | $214,720 | $95,803+124.1% | $113,168+89.7% | $84,808+153.2% |
| Participation rate | 91.0% | 72.9%+18.1pp | 76.6%+14.4pp | 68.3%+22.7pp |
| Annual return | 15.31% | 25.00%-9.7pp | 24.27%-9.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,371 | $2,360+42.8% | $2,975+13.3% | $2,631+28.1% |
| Participant deferral / active EE | $3,492 | $4,242-17.7% | $5,107-31.6% | $4,212-17.1% |
| Admin fee / account holder | $599 | $8,989-93.3% | $12,068-95.0% | $7,344-91.8% |