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 |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $23,223 |
Filed as: MEEDER INVESTMENT MANAGEMENT Service code 26 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Advisory (Participants) | $8,962 |
Filed as: WOODBURY FINANCIAL SERVICES IN Service code 26 7755 3RD STREET NORTH · OAKDALE, MN 55128 | Advisory (Participants) | $8,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,134 | $64,119-59.2% | $112,228-76.7% | $66,914-60.9% |
| Participation rate | 20.4% | 68.5%-48.0pp | 75.1%-54.6pp | 69.8%-49.4pp |
| Annual return | -15.89% | -13.81%-2.1pp | 27.45%-43.3pp | 1.58%-17.5pp |
| Employer contribution / active EE | $777 | $3,005-74.2% | $3,635-78.6% | $2,544-69.5% |
| Participant deferral / active EE | $1,215 | $3,693-67.1% | $4,728-74.3% | $4,237-71.3% |
| Admin fee / account holder | $563 | $625-10.0% | $6,410-91.2% | $593-5.1% |