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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $54,156 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,964 | $102,553-11.3% | $151,611-40.0% | $66,914+35.9% |
| Participation rate | 83.3% | 85.5%-2.2pp | 87.5%-4.2pp | 69.8%+13.5pp |
| Annual return | -16.47% | -10.82%-5.6pp | 3.33%-19.8pp | 1.58%-18.1pp |
| Employer contribution / active EE | $2,400 | $4,180-42.6% | $6,166-61.1% | $2,544-5.7% |
| Participant deferral / active EE | $3,764 | $6,641-43.3% | $8,363-55.0% | $4,237-11.2% |
| Admin fee / account holder | $471 | $630-25.2% | $11,616-95.9% | $593-20.6% |