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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $40,428 |
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 | $72,614 | $98,982-26.6% | $162,163-55.2% | $65,185+11.4% |
| Participation rate | 87.5% | 85.8%+1.7pp | 87.6%-0.1pp | 70.2%+17.3pp |
| Annual return | 19.47% | 24.84%-5.4pp | 115.59%-96.1pp | 29.38%-9.9pp |
| Employer contribution / active EE | $2,029 | $3,467-41.5% | $5,614-63.9% | $2,177-6.8% |
| Participant deferral / active EE | $3,123 | $5,384-42.0% | $7,298-57.2% | $3,514-11.1% |
| Admin fee / account holder | $340 | $596-43.0% | $10,843-96.9% | $847-59.9% |