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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $34,921 |
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 | $123,973 | $80,753+53.5% | $136,294-9.0% | $62,292+99.0% |
| Participation rate | 86.1% | 73.5%+12.6pp | 81.9%+4.2pp | 69.5%+16.6pp |
| Annual return | 16.00% | 35.83%-19.8pp | 5155.94%-5139.9pp | 28.90%-12.9pp |
| Employer contribution / active EE | $1,390 | $2,884-51.8% | $4,695-70.4% | $2,042-31.9% |
| Participant deferral / active EE | $6,335 | $5,164+22.7% | $6,247+1.4% | $3,169+99.9% |
| Admin fee / account holder | $466 | $525-11.3% | $9,243-95.0% | $479-2.7% |