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 9-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 |
|---|---|---|
1111 SYSTEMS1 year Filed as: SYSTEMS PLUS, INC. Service code 28 | Investment Management | $33,697 |
NATIONWIDE5 years Service code 28 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $22,344 |
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 | $55,096 | $101,317-45.6% | $146,958-62.5% | $74,495-26.0% |
| Participation rate | 61.6% | 75.5%-13.9pp | 82.2%-20.6pp | 67.2%-5.6pp |
| Annual return | 14.17% | 8730.91%-8716.7pp | 418.34%-404.2pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $1,116 | $3,810-70.7% | $4,933-77.4% | $2,623-57.5% |
| Participant deferral / active EE | $7,360 | $7,303+0.8% | $8,070-8.8% | $4,346+69.4% |
| Admin fee / account holder | $546 | $1,739-68.6% | $12,998-95.8% | $1,942-71.9% |