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 |
|---|---|---|
NATIONWIDE7+ years Filed as: NATIONWIDE INSURANCE Service code 64 · EIN 31-4156830 | Recordkeeping Fees | $25,305 |
PENSION PLAN ADMINISTRATION, LLC5 years Service code 63 · EIN 71-0816002 | 12b-1 Fees | $11,947 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,317 | $50,956+0.7% | $96,562-46.9% | $86,799-40.9% |
| Participation rate | 57.8% | 65.2%-7.4pp | 69.8%-12.0pp | 72.3%-14.5pp |
| Annual return | 31.01% | 21.27%+9.7pp | 37.78%-6.8pp | 97.91%-66.9pp |
| Employer contribution / active EE | $941 | $1,111-15.2% | $2,356-60.0% | $2,405-60.9% |
| Participant deferral / active EE | $4,502 | $2,954+52.4% | $3,849+17.0% | $4,131+9.0% |
| Admin fee / account holder | $321 | $166+93.2% | $6,181-94.8% | $170+89.2% |