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 |
|---|---|---|
NATIONWIDE4+ years Service code 19 · EIN 31-4156830 | Securities Custodian | $65,339 |
Filed as: NATIONAL BENEFIT SERVICES Service code 37 · EIN 20-3886993 | Loan Processing | $15,256 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,814 | $47,977-4.5% | $154,107-70.3% | $56,287-18.6% |
| Participation rate | 71.3% | 66.2%+5.1pp | 83.0%-11.7pp | 69.9%+1.4pp |
| Annual return | -7.15% | 3.54%-10.7pp | 735.12%-742.3pp | -9.96%+2.8pp |
| Employer contribution / active EE | $2,343 | $2,169+8.0% | $5,298-55.8% | $2,111+11.0% |
| Participant deferral / active EE | $3,032 | $2,392+26.8% | $5,081-40.3% | $3,350-9.5% |
| Admin fee / account holder | $429 | $438-2.1% | $13,411-96.8% | $521-17.7% |