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 |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $59,155 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 55 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $12,564 |
Filed as: RETIREMENT PLAN CONSULTANTS Service code 13 7647 N. FRESNO STREET, SUITE 102 · FRESNO, CA 93720 | Contract Administrator | -$14,033 |
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.)
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 | $55,288 | $71,192-22.3% | $117,854-53.1% | $62,292-11.2% |
| Participation rate | 99.0% | 74.2%+24.8pp | 79.7%+19.3pp | 69.5%+29.5pp |
| Annual return | 15.15% | 18.66%-3.5pp | 335.08%-319.9pp | 28.90%-13.7pp |
| Employer contribution / active EE | $3,341 | $1,934+72.8% | $3,786-11.8% | $2,042+63.6% |
| Participant deferral / active EE | $1,518 | $3,189-52.4% | $4,482-66.1% | $3,169-52.1% |
| Admin fee / account holder | $325 | $587-44.7% | $8,020-96.0% | $479-32.3% |