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 |
|---|---|---|
NATIONWIDE7+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $129,807 |
NATIONWIDE4 years Filed as: NATIONWIDE TRUST COMPANY, FSB Service code 15 10 W NATIONWIDE BLVD 5-02-104G · COLUMBUS, OH 432152751 | Recordkeeping | $103,996 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 26 1300 THAMES STREET WHARF, 4TH FLOOR · BALTIMORE, MD 21231 | Advisory (Participants) | $73,750 |
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 | $108,130 | $50,956+112.2% | $96,562+12.0% | $86,799+24.6% |
| Participation rate | 85.6% | 65.2%+20.3pp | 69.8%+15.7pp | 72.3%+13.3pp |
| Annual return | 14.97% | 21.27%-6.3pp | 37.78%-22.8pp | 97.91%-82.9pp |
| Employer contribution / active EE | $1,737 | $1,111+56.3% | $2,356-26.3% | $2,405-27.8% |
| Participant deferral / active EE | $6,655 | $2,954+125.3% | $3,849+72.9% | $4,131+61.1% |
| Admin fee / account holder | $535 | $166+222.2% | $6,181-91.3% | $170+215.4% |