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 |
|---|---|---|
NATIONWIDE10+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $70,822 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $41,579 |
DEFINITI LLC3 years Filed as: DEFINITI, LLC Service code 63 · EIN 85-0833363 2201 TIMBERLOCH PL, STE 150 · THE WOODLANDS, TX 77380 | 12b-1 Fees | $9,715 |
ARVEST ASSET MANAGEMENT1 year Filed as: ARVEST WEALTH MANAGEMENT Service code 26 · EIN 71-0794602 PO BOX 1515 · LOWELL, AR 72745 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,770 | $54,193+12.1% | $93,606-35.1% | $77,643-21.7% |
| Participation rate | 40.0% | 63.9%-23.9pp | 68.7%-28.7pp | 70.6%-30.5pp |
| Annual return | 11.43% | 30.54%-19.1pp | 133.20%-121.8pp | 31.24%-19.8pp |
| Employer contribution / active EE | $700 | $1,168-40.1% | $2,420-71.1% | $2,726-74.3% |
| Participant deferral / active EE | $3,112 | $3,144-1.0% | $4,411-29.5% | $4,647-33.0% |
| Admin fee / account holder | $239 | $576-58.6% | $8,285-97.1% | $430-44.6% |