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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $54,027 |
Service code 27 P O BOX 14527 · ST. PETERSBURG, FL 337334527 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $71,284 | $73,102-2.5% | $123,544-42.3% | $56,287+26.6% |
| Participation rate | 62.5% | 74.3%-11.8pp | 82.3%-19.8pp | 69.9%-7.4pp |
| Annual return | -8.46% | 3.01%-11.5pp | 119.20%-127.7pp | -9.96%+1.5pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,638 | $5,423+4.0% | $6,426-12.3% | $3,350+68.3% |
| Admin fee / account holder | $725 | $554+31.0% | $9,284-92.2% | $521+39.2% |