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 |
|---|---|---|
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $62,581 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 55 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $13,245 |
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 | $54,525 | $86,332-36.8% | $125,175-56.4% | $65,185-16.4% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 18.85% | 27.43%-8.6pp | 43.79%-24.9pp | 29.38%-10.5pp |
| Employer contribution / active EE | $5,232 | $2,040+156.5% | $3,865+35.3% | $2,177+140.4% |
| Participant deferral / active EE | $1,442 | $3,537-59.2% | $4,937-70.8% | $3,514-59.0% |
| Admin fee / account holder | $429 | $609-29.5% | $9,702-95.6% | $847-49.3% |