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 · EIN 31-1592130 | Recordkeeping | $23,549 |
Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,803 | $76,000-2.9% | $154,107-52.1% | $64,186+15.0% |
| Participation rate | 97.0% | 70.4%+26.6pp | 83.0%+13.9pp | 69.6%+27.4pp |
| Annual return | 35.87% | 30.32%+5.6pp | 735.12%-699.2pp | 7.63%+28.2pp |
| Employer contribution / active EE | $3,504 | $3,351+4.6% | $5,298-33.9% | $2,381+47.2% |
| Participant deferral / active EE | $5,155 | $3,175+62.4% | $5,081+1.5% | $3,470+48.6% |
| Admin fee / account holder | $3,465 | $5,596-38.1% | $13,411-74.2% | $4,888-29.1% |