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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $34,163 |
Service code 27 880 CARILLON PKWY · ST. PETERSBURG, FL 33718 | Advisory (Plan) | $25,341 |
COASTAL PENSION SERVICES1 year Filed as: COASTAL PENSION SERVICES, INC. Service code 10 7230 LEE DEFOREST DRIVE · COLUMBIA, MD 210463250 | Accounting | $5,097 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $105,845 | $99,957+5.9% | $149,696-29.3% | $73,488+44.0% |
| Participation rate | 65.4% | 75.7%-10.3pp | 82.5%-17.1pp | 70.7%-5.3pp |
| Annual return | 13.64% | 53.87%-40.2pp | 276.60%-263.0pp | 28.51%-14.9pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $7,228 | $6,073+19.0% | $6,842+5.6% | $3,740+93.3% |
| Admin fee / account holder | $798 | $551+44.8% | $9,309-91.4% | $513+55.4% |