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 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $20,242 |
Filed as: MEEDER INVESTMENT MANAGEMENT Service code 26 · EIN 31-1332744 | Advisory (Participants) | $7,303 |
INWEST RETIREMENT SOLUTIONS3+ years Service code 15 · EIN 75-2408441 | Recordkeeping | $1,786 |
M HOLDINGS SECURITIES INC3+ years Filed as: M HOLDINGS SECURITIES, INC. Service code 26 1125 W COUCH ST #900 · PORTLAND, OR 97209 | Advisory (Participants) | $510 |
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 | $26,991 | $58,726-54.0% | $92,233-70.7% | $62,292-56.7% |
| Participation rate | 84.6% | 68.3%+16.3pp | 76.5%+8.1pp | 69.5%+15.1pp |
| Annual return | 12.08% | 43.62%-31.5pp | 176.28%-164.2pp | 28.90%-16.8pp |
| Employer contribution / active EE | $1,027 | $2,392-57.1% | $3,679-72.1% | $2,042-49.7% |
| Participant deferral / active EE | $1,738 | $2,766-37.2% | $3,897-55.4% | $3,169-45.2% |
| Admin fee / account holder | $598 | $556+7.4% | $5,194-88.5% | $479+24.7% |