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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $69,814 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON-CO-FID-TRADITIONAL Service code 27 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Advisory (Plan) | $5,796 |
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.)
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 | $72,503 | $58,879+23.1% | $178,490-59.4% | $73,488-1.3% |
| Participation rate | 56.3% | 66.2%-10.0pp | 81.9%-25.7pp | 70.7%-14.4pp |
| Annual return | 15.93% | 24.86%-8.9pp | 151.07%-135.1pp | 28.51%-12.6pp |
| Employer contribution / active EE | $425 | $2,236-81.0% | $5,011-91.5% | $2,270-81.3% |
| Participant deferral / active EE | $2,046 | $2,567-20.3% | $5,202-60.7% | $3,740-45.3% |
| Admin fee / account holder | $656 | $400+63.9% | $13,984-95.3% | $513+27.9% |