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 |
|---|---|---|
NATIONWIDE6+ years Service code 49 · EIN 31-4156830 | Other Services | $48,178 |
Filed as: MML INVESTORS SERVICES, LLC Service code 27 1295 STATE STREET · SPRINGFIELD, MA 01111 | Advisory (Plan) | $25,367 |
Filed as: MEEDER INVESTMENT MANAGEMENT Service code 49 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Other Services | $14,718 |
AMERICA'S 401K, INC.1 year Filed as: AMERICA'S 401K, LLC Service code 14 8131 LBJ FREEWAY · DALLAS, TX 75251 | Plan Administrator | $8,455 |
NATIONWIDE1 year Filed as: NATIONWIDE FINANCIAL Service code 49 | Other Services | $7,747 |
Service code 14 4305 N GARFIELD · MIDLAND, TX 79705 | Plan Administrator | $6,319 |
Filed as: MML INSURANCE AGENCY, LLC Service code 27 | Advisory (Plan) | $5,373 |
Filed as: MML INSURANCE AGENCY LLC Service code 27 1295 STATE STREET · SPRINGFIELD, MA 01111 | Advisory (Plan) | $0 |
Employer 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.)
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.
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 | $39,789 | $136,307-70.8% | $177,821-77.6% | $73,488-45.9% |
| Participation rate | 89.0% | 86.1%+2.9pp | 87.7%+1.3pp | 70.7%+18.4pp |
| Annual return | 9.28% | 18.68%-9.4pp | 48.32%-39.0pp | 28.51%-19.2pp |
| Employer contribution / active EE | $1,103 | $3,712-70.3% | $5,918-81.4% | $2,270-51.4% |
| Participant deferral / active EE | $3,580 | $5,829-38.6% | $7,714-53.6% | $3,740-4.3% |
| Admin fee / account holder | $427 | $596-28.3% | $12,427-96.6% | $513-16.7% |