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 Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $128,313 |
NATIONWIDE5 years Filed as: NATIONWIDE TRUST COMPANY, FSB Service code 15 10 W NATIONWIDE BLVD 5-02-104G · COLUMBUS, OH 432152751 | Recordkeeping | $92,633 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 26 1300 THAMES STREET WHARF, 4TH FLOOR · BALTIMORE, MD 21231 | Advisory (Participants) | $44,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,813 | $42,353+119.1% | $79,550+16.7% | $64,808+43.2% |
| Participation rate | 84.5% | 64.8%+19.7pp | 69.5%+15.0pp | 71.5%+13.0pp |
| Annual return | -13.32% | -12.24%-1.1pp | 0.16%-13.5pp | 32.82%-46.1pp |
| Employer contribution / active EE | $1,867 | $1,181+58.1% | $2,413-22.6% | $2,506-25.5% |
| Participant deferral / active EE | $7,754 | $3,170+144.6% | $3,985+94.6% | $4,310+79.9% |
| Admin fee / account holder | $455 | $160+185.1% | $6,832-93.3% | $188+142.2% |