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 |
|---|---|---|
NATIONWIDE8+ years Filed as: NATIONWIDE INSURANCE Service code 64 · EIN 31-4156830 | Recordkeeping Fees | $122,700 |
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 63 · EIN 85-0833363 | 12b-1 Fees | $13,925 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,814 | $42,353+43.6% | $79,550-23.6% | $64,808-6.2% |
| Participation rate | 54.8% | 64.8%-9.9pp | 69.5%-14.7pp | 71.5%-16.7pp |
| Annual return | -16.58% | -12.24%-4.3pp | 0.16%-16.7pp | 32.82%-49.4pp |
| Employer contribution / active EE | $935 | $1,181-20.8% | $2,413-61.3% | $2,506-62.7% |
| Participant deferral / active EE | $4,763 | $3,170+50.3% | $3,985+19.5% | $4,310+10.5% |
| Admin fee / account holder | $428 | $160+168.4% | $6,832-93.7% | $188+128.1% |