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 |
|---|---|---|
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $72,953 |
Filed as: WEALTH ALLIANCE ADVISORY GROUP, LLC Service code 71 10585 E. 21ST ST. N. · WICHITA, KS 67206 | Brokerage Fees | $39,358 |
PREFERRED PENSION SOLUTIONS10+ years Service code 37 10585 E. 21ST ST. N. · WICHITA, KS 67206 | Loan Processing | $6,994 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,022 | $29,546+35.5% | $56,441-29.1% | $77,671-48.5% |
| Participation rate | 38.7% | 32.7%+6.0pp | 52.5%-13.8pp | 70.6%-31.9pp |
| Annual return | 12.96% | 19.01%-6.1pp | 1704.21%-1691.3pp | 31.21%-18.3pp |
| Employer contribution / active EE | $1,103 | $568+94.1% | $1,039+6.1% | $2,726-59.6% |
| Participant deferral / active EE | $1,797 | $1,061+69.4% | $1,953-8.0% | $4,648-61.3% |
| Admin fee / account holder | $225 | $1,046-78.5% | $2,829-92.0% | $430-47.7% |