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 |
|---|---|---|
NATIONWIDE6+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $103,848 |
NATIONWIDE3 years Filed as: NATIONWIDE TRUST COMPANY, FSB Service code 15 10 W NATIONWIDE BLVD 5-02-104G · COLUMBUS, OH 432152751 | Recordkeeping | $90,143 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 26 1300 THAMES STREET WHARF, 4TH FLOOR · BALTIMORE, MD 21231 | Advisory (Participants) | $59,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $86,737 | $64,286+34.9% | $90,951-4.6% | $73,409+18.2% |
| Participation rate | 84.1% | 63.6%+20.5pp | 69.0%+15.1pp | 72.2%+11.9pp |
| Annual return | 9.78% | 21.45%-11.7pp | 134.60%-124.8pp | 59.29%-49.5pp |
| Employer contribution / active EE | $1,443 | $895+61.4% | $2,122-32.0% | $2,234-35.4% |
| Participant deferral / active EE | $5,553 | $2,453+126.4% | $3,373+64.7% | $3,805+45.9% |
| Admin fee / account holder | $412 | $287+43.5% | $5,959-93.1% | $158+161.0% |