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 · EIN 31-4156830 | Recordkeeping | $27,192 |
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 | $60,716 | $79,523-23.6% | $140,016-56.6% | $56,287+7.9% |
| Participation rate | 86.1% | 85.7%+0.4pp | 87.5%-1.4pp | 69.9%+16.3pp |
| Annual return | -4.55% | 2.39%-6.9pp | 651.12%-655.7pp | -9.96%+5.4pp |
| Employer contribution / active EE | $1,985 | $3,350-40.7% | $5,606-64.6% | $2,111-5.9% |
| Participant deferral / active EE | $3,056 | $5,129-40.4% | $6,927-55.9% | $3,350-8.8% |
| Admin fee / account holder | $351 | $614-42.9% | $10,705-96.7% | $521-32.7% |