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 | $69,619 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY Service code 55 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Other Commissions | $14,988 |
Service code 13 7647 NORTH FRESNO STREET, SUITE 102 · FRESNO, CA 93720 | Contract Administrator | $7,508 |
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 | $68,184 | $81,474-16.3% | $133,956-49.1% | $73,488-7.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 16.75% | 19.40%-2.7pp | 45.09%-28.3pp | 28.51%-11.8pp |
| Employer contribution / active EE | $6,425 | $2,209+190.8% | $3,919+64.0% | $2,270+183.0% |
| Participant deferral / active EE | $1,415 | $3,786-62.6% | $5,048-72.0% | $3,740-62.1% |
| Admin fee / account holder | $483 | $713-32.2% | $8,927-94.6% | $513-5.8% |