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 15 · EIN 31-4156830 | Recordkeeping | $51,943 |
OPPENHEIMER1 year Filed as: OPPENHEIMER FUNDS Service code 15 | Recordkeeping | $1,286 |
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.
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 | $119,600 | $73,102+63.6% | $123,544-3.2% | $56,287+112.5% |
| Participation rate | 85.3% | 74.3%+11.0pp | 82.3%+3.0pp | 69.9%+15.4pp |
| Annual return | -8.59% | 3.01%-11.6pp | 119.20%-127.8pp | -9.96%+1.4pp |
| Employer contribution / active EE | $1,570 | $2,977-47.3% | $4,628-66.1% | $2,111-25.6% |
| Participant deferral / active EE | $7,001 | $5,423+29.1% | $6,426+9.0% | $3,350+109.0% |
| Admin fee / account holder | $486 | $554-12.2% | $9,284-94.8% | $521-6.7% |