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 |
|---|---|---|
NATIONWIDE9+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $62,721 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,126 | $91,407+97.1% | $135,903+32.5% | $71,457+152.1% |
| Participation rate | 83.3% | 75.7%+7.7pp | 81.9%+1.4pp | 67.9%+15.4pp |
| Annual return | 16.06% | 29.90%-13.8pp | 68.23%-52.2pp | 28.85%-12.8pp |
| Employer contribution / active EE | $1,691 | $3,703-54.3% | $4,856-65.2% | $2,588-34.6% |
| Participant deferral / active EE | $7,581 | $7,092+6.9% | $7,758-2.3% | $4,289+76.8% |
| Admin fee / account holder | $484 | $1,266-61.7% | $10,762-95.5% | $1,587-69.5% |