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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $65,009 |
CAMBRIDGE INVESTMENT RESEARCH5+ years Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $34,936 |
DEFINITI LLC1 year Service code 17 8131 LBJ FREEWAY · DALLAS, TX 75251 | Pension Consulting | $15,431 |
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.)
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 | $43,616 | $78,419-44.4% | $133,956-67.4% | $73,409-40.6% |
| Participation rate | 77.4% | 78.6%-1.2pp | 79.8%-2.4pp | 72.2%+5.3pp |
| Annual return | 2.51% | 33.35%-30.8pp | 45.09%-42.6pp | 59.29%-56.8pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $3,919-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $812 | $3,925-79.3% | $5,048-83.9% | $3,805-78.7% |
| Admin fee / account holder | $489 | $161+203.0% | $8,927-94.5% | $158+209.6% |