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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $60,288 |
COASTAL PENSION SERVICES2+ years Filed as: COASTAL PENSION SERVICES, INC. Service code 15 7230 LEE DEFOREST DRIVE · COLUMBIA, MD 21046 | Recordkeeping | $8,343 |
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 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 | $84,557 | $52,884+59.9% | $84,750-0.2% | $55,167+53.3% |
| Participation rate | 76.2% | 67.5%+8.7pp | 76.6%-0.4pp | 69.0%+7.2pp |
| Annual return | 7.37% | 18.03%-10.7pp | 22.78%-15.4pp | 169.23%-161.9pp |
| Employer contribution / active EE | $839 | $2,233-62.4% | $3,574-76.5% | $1,963-57.3% |
| Participant deferral / active EE | $3,989 | $2,644+50.9% | $3,712+7.5% | $3,054+30.6% |
| Admin fee / account holder | $328 | $581-43.6% | $5,332-93.9% | $504-35.0% |