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 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $63,309 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 49 NC1409 · CHARLOTTE, NC 282881207 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $31,905 | $80,753-60.5% | $136,294-76.6% | $62,292-48.8% |
| Participation rate | 49.0% | 73.5%-24.5pp | 81.9%-32.9pp | 69.5%-20.5pp |
| Annual return | 17.19% | 35.83%-18.6pp | 5155.94%-5138.7pp | 28.90%-11.7pp |
| Employer contribution / active EE | $601 | $2,884-79.1% | $4,695-87.2% | $2,042-70.5% |
| Participant deferral / active EE | $2,411 | $5,164-53.3% | $6,247-61.4% | $3,169-23.9% |
| Admin fee / account holder | $476 | $525-9.4% | $9,243-94.9% | $479-0.7% |