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 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $72,546 |
WELLS FARGO BANK, N.A.4+ 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,866 | $73,102-56.4% | $123,544-74.2% | $56,287-43.4% |
| Participation rate | 50.0% | 74.3%-24.3pp | 82.3%-32.3pp | 69.9%-19.9pp |
| Annual return | -7.74% | 3.01%-10.7pp | 119.20%-126.9pp | -9.96%+2.2pp |
| Employer contribution / active EE | $914 | $2,977-69.3% | $4,628-80.3% | $2,111-56.7% |
| Participant deferral / active EE | $2,636 | $5,423-51.4% | $6,426-59.0% | $3,350-21.3% |
| Admin fee / account holder | $562 | $554+1.6% | $9,284-93.9% | $521+8.0% |