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 |
|---|---|---|
NATIONWIDE7 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $98,518 |
Filed as: IFP ADVISORS, INC. Service code 26 DBA INDEPENDENT FINANCIAL PARTNERS · TAMPA, FL 33607 | Advisory (Participants) | $45,008 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT GROUP BENEFITS CONSULTANTS Service code 15 · EIN 42-1451295 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $40,307 |
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $31,023 |
REALIZE WEALTH MANAGE GROUP2 years Service code 19 13625 CALIFORNIA ST · OMAHA, NE 681549716 | Securities Custodian | $23,436 |
Filed as: NORTHWESTERN MUTUAL INV. SRVCS Service code 26 ATTENTION IPS COMPENSATION · MILWAUKEE, WI 53202 | Advisory (Participants) | $3,110 |
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 | $220,192 | $55,415+297.3% | $155,509+41.6% | $74,495+195.6% |
| Participation rate | 94.6% | 61.9%+32.7pp | 78.2%+16.4pp | 67.2%+27.4pp |
| Annual return | 14.69% | 268.50%-253.8pp | 64.67%-50.0pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $18,350 | $2,267+709.4% | $4,672+292.7% | $2,623+599.6% |
| Participant deferral / active EE | $7,839 | $2,836+176.4% | $5,626+39.3% | $4,346+80.4% |
| Admin fee / account holder | $456 | $1,738-73.8% | $15,912-97.1% | $1,942-76.5% |