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 |
|---|---|---|
NATIONWIDE11+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $79,016 |
PROACCOUNT2 years Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $47,938 |
DEFINITI LLC4 years Filed as: DEFINITI, LLC Service code 63 · EIN 85-0833363 2201 TIMBERLOCH PL, STE 150 · THE WOODLANDS, TX 77380 | 12b-1 Fees | $10,780 |
ARVEST ASSET MANAGEMENT2 years 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.
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 | $71,739 | $56,767+26.4% | $101,794-29.5% | $85,563-16.2% |
| Participation rate | 45.5% | 57.6%-12.1pp | 69.2%-23.7pp | 66.0%-20.5pp |
| Annual return | 22.67% | 17.76%+4.9pp | 30.53%-7.9pp | 31.51%-8.8pp |
| Employer contribution / active EE | $697 | $1,112-37.4% | $2,289-69.6% | $2,654-73.8% |
| Participant deferral / active EE | $3,032 | $2,720+11.5% | $4,084-25.8% | $4,375-30.7% |
| Admin fee / account holder | $246 | $1,098-77.6% | $8,777-97.2% | $834-70.5% |