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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,154 | $89,739-33.0% | $149,718-59.8% | $62,292-3.4% |
| Participation rate | 90.0% | 85.1%+4.9pp | 87.1%+2.9pp | 69.5%+20.5pp |
| Annual return | 19.54% | 21.01%-1.5pp | 1501.63%-1482.1pp | 28.90%-9.4pp |
| Employer contribution / active EE | $1,918 | $3,233-40.7% | $5,445-64.8% | $2,042-6.1% |
| Participant deferral / active EE | $2,942 | $4,797-38.7% | $6,569-55.2% | $3,169-7.2% |
| Admin fee / account holder | $337 | $551-38.8% | $11,283-97.0% | $479-29.7% |