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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $49,006 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $148,524 | $89,652+65.7% | $141,162+5.2% | $65,185+127.9% |
| Participation rate | 78.9% | 74.7%+4.2pp | 82.5%-3.6pp | 70.2%+8.7pp |
| Annual return | 21.98% | 32.79%-10.8pp | 71.39%-49.4pp | 29.38%-7.4pp |
| Employer contribution / active EE | $1,700 | $3,065-44.5% | $4,735-64.1% | $2,177-21.9% |
| Participant deferral / active EE | $7,481 | $5,691+31.5% | $6,709+11.5% | $3,514+112.9% |
| Admin fee / account holder | $447 | $569-21.4% | $10,261-95.6% | $847-47.3% |