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 9-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 |
|---|---|---|
NATIONWIDE7+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,195 |
Service code 26 · EIN 26-4311657 6504 BRIDGEPOINT PKWY, STE 450 · AUSTIN, TX 78730 | Advisory (Participants) | $18,930 |
WEALTH MANAGEMENT ADVISORS7+ years Filed as: WEALTH MANAGEMENT ADVISERS, LLC Service code 26 · EIN 13-4251514 166 OLD FARMS E · MIDDLETOWN, CT 06457 | Advisory (Participants) | $18,920 |
Filed as: PERSHING, LLC (NORTHWESTERN MUTUAL) Service code 26 · EIN 13-2741729 300 COLONIAL CENTER PARKWAY · LAKE MARY, FL 32746 | Advisory (Participants) | $16,773 |
Service code 26 · EIN 04-2675571 29 SAWYER RD. · WALTHAM, MA 02453 | Advisory (Participants) | $13,105 |
TD AMERITRADE, INC.4 years Filed as: TD AMERITRADE Service code 26 P.O. BOX 650567 · DALLAS, TX 75265 | Advisory (Participants) | $8,956 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,664 | $61,156+66.2% | $185,823-45.3% | $79,386+28.1% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 12.65% | 19.45%-6.8pp | 122.05%-109.4pp | 116.85%-104.2pp |
| Employer contribution / active EE | $3,629 | $2,321+56.4% | $5,167-29.8% | $2,427+49.5% |
| Participant deferral / active EE | $5,654 | $2,789+102.7% | $5,568+1.5% | $4,046+39.8% |
| Admin fee / account holder | $608 | $710-14.3% | $16,237-96.3% | $626-2.9% |