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 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $48,652 |
Filed as: MML INVESTOR SERVICES, LLC Service code 22 | Insurance Broker | $13,562 |
Filed as: MEEDER ADVISORY SERVICES INC Service code 49 · EIN 31-1332744 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Other Services | $13,527 |
AMERICA'S 401K, INC.3+ years Filed as: AMERICA'S 401K INC Service code 13 · EIN 46-1923855 8131 LBJ FREEWAY · DALLAS, TX 75251 | Contract Administrator | $10,204 |
MSI FINANCIAL SERVICES INC.2+ years Filed as: MSI FINANCIAL SERVICES, INC. Service code 22 WOODWARD BUILDING · CHARLOTTE, NC 28277 | Insurance Broker | $6,311 |
Filed as: MML INSURANCE AGENCY, LLC Service code 22 | Insurance Broker | $3,821 |
AMERICAS 401K, INC.2+ years Service code 13 | Contract Administrator | $3,560 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES INC. Service code 22 | Insurance Broker | $1,079 |
Filed as: MML INVESTORS SERVICES, LLC Service code 27 1295 STATE STREET · SPRINGFIELD, MA 01111 | Advisory (Plan) | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,817 | $89,739-66.8% | $149,718-80.1% | $62,292-52.1% |
| Participation rate | 89.7% | 85.1%+4.6pp | 87.1%+2.7pp | 69.5%+20.2pp |
| Annual return | 11.74% | 21.01%-9.3pp | 1501.63%-1489.9pp | 28.90%-17.2pp |
| Employer contribution / active EE | $1,149 | $3,233-64.5% | $5,445-78.9% | $2,042-43.7% |
| Participant deferral / active EE | $3,087 | $4,797-35.7% | $6,569-53.0% | $3,169-2.6% |
| Admin fee / account holder | $333 | $551-39.6% | $11,283-97.0% | $479-30.5% |