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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $48,025 |
DARNALL SIKES & FREDERICK2+ years Filed as: DARNALL, SIKES, GARDES & FREDERICK Service code 12 · EIN 72-0738838 | Direct payment from the plan; Claims ... | $275 |
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).
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 | $103,593 | $75,183+37.8% | $123,892-16.4% | $55,167+87.8% |
| Participation rate | 86.3% | 72.8%+13.5pp | 81.4%+4.9pp | 69.0%+17.3pp |
| Annual return | 7.97% | 19.01%-11.0pp | 47.52%-39.5pp | 169.23%-161.3pp |
| Employer contribution / active EE | $1,422 | $2,823-49.6% | $4,617-69.2% | $1,963-27.5% |
| Participant deferral / active EE | $6,831 | $5,084+34.4% | $5,984+14.2% | $3,054+123.7% |
| Admin fee / account holder | $435 | $663-34.3% | $8,357-94.8% | $504-13.6% |