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 |
|---|---|---|
NATIONWIDE9+ years Filed as: NATIONWIDE INSURANCE Service code 26 · EIN 31-4156830 | Advisory (Participants) | $150,039 |
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 63 · EIN 85-0833363 | 12b-1 Fees | $17,489 |
Service code 63 · EIN 42-0127290 | 12b-1 Fees | $4,419 |
ARVEST INSURANCE INC1 year Service code 26 | Advisory (Participants) | $0 |
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 | $56,290 | $53,165+5.9% | $86,188-34.7% | $74,419-24.4% |
| Participation rate | 45.3% | 64.9%-19.5pp | 69.0%-23.6pp | 70.7%-25.4pp |
| Annual return | 36.35% | 22.64%+13.7pp | 1168.45%-1132.1pp | 34.38%+2.0pp |
| Employer contribution / active EE | $779 | $1,210-35.6% | $2,380-67.3% | $2,637-70.5% |
| Participant deferral / active EE | $3,527 | $3,234+9.0% | $3,985-11.5% | $4,528-22.1% |
| Admin fee / account holder | $349 | $551-36.8% | $6,852-94.9% | $348+0.3% |