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 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $92,323 |
Service code 13 50 STEWART AVE · HUNTINGTON, NY 11743 | Contract Administrator | $22,937 |
Filed as: BELFINT LYONS SCHUMAN CPAS Service code 10 1011 CENTRE ROAD · WILMINGTON, DE 19805 | Accounting | $17,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,355 | $49,451+68.6% | $79,550+4.8% | $66,914+24.6% |
| Participation rate | 71.2% | 61.3%+9.9pp | 69.5%+1.7pp | 69.8%+1.4pp |
| Annual return | -15.00% | 84.25%-99.3pp | 0.16%-15.2pp | 1.58%-16.6pp |
| Employer contribution / active EE | $832 | $1,266-34.3% | $2,413-65.5% | $2,544-67.3% |
| Participant deferral / active EE | $4,728 | $3,159+49.7% | $3,985+18.6% | $4,237+11.6% |
| Admin fee / account holder | $689 | $595+15.9% | $6,832-89.9% | $593+16.1% |