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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $173,934 |
Service code 13 325 WIRELESS BLVD · HAUPPAUGE, NY 11788 | Contract Administrator | $17,082 |
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 | $70,385 | $39,245+79.3% | $64,105+9.8% | $52,331+34.5% |
| Participation rate | 73.0% | 58.2%+14.8pp | 68.2%+4.8pp | 68.1%+4.9pp |
| Annual return | -1.20% | 14.79%-16.0pp | 791.24%-792.4pp | 4.54%-5.7pp |
| Employer contribution / active EE | $642 | $736-12.8% | $1,820-64.7% | $1,882-65.9% |
| Participant deferral / active EE | $3,417 | $1,992+71.6% | $2,822+21.1% | $3,022+13.1% |
| Admin fee / account holder | $950 | $592+60.4% | $4,499-78.9% | $592+60.6% |