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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $97,631 |
IRON-CO-FID-COMPREHENSIVE3 years Service code 28 630 DUNDEE RD, STE 200 · NORTHBROOK, IL 60062 | Investment Management | $21,145 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Recordkeeping | $8,453 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $116,963 | $88,122+32.7% | $141,162-17.1% | $67,579+73.1% |
| Participation rate | 99.7% | 76.5%+23.2pp | 82.5%+17.2pp | 71.3%+28.4pp |
| Annual return | 4.05% | 75.40%-71.3pp | 71.39%-67.3pp | 378.56%-374.5pp |
| Employer contribution / active EE | $8,615 | $3,224+167.2% | $4,735+81.9% | $2,148+301.1% |
| Participant deferral / active EE | $5,384 | $5,958-9.6% | $6,709-19.7% | $3,539+52.1% |
| Admin fee / account holder | $320 | $131+144.3% | $10,261-96.9% | $142+124.7% |