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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $18,422 |
Filed as: WEALTH MANAGEMENT ADVISORS, LLC Service code 26 · EIN 13-4251514 166 OLD FARMS E · MIDDLETOWN, CT 06457 | Advisory (Participants) | $18,059 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 26 · EIN 26-4311657 6504 BRIDGEPORT PARKWAY · AUSTIN, TX 78730 | Advisory (Participants) | $569 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,999 | $65,061+3.0% | $143,757-53.4% | $66,914+0.1% |
| Participation rate | 99.2% | 65.2%+34.0pp | 80.3%+18.9pp | 69.8%+29.4pp |
| Annual return | -16.00% | -11.14%-4.9pp | -0.04%-16.0pp | 1.58%-17.6pp |
| Employer contribution / active EE | $3,133 | $2,361+32.7% | $4,951-36.7% | $2,544+23.1% |
| Participant deferral / active EE | $4,893 | $2,919+67.6% | $5,637-13.2% | $4,237+15.5% |
| Admin fee / account holder | $501 | $502-0.2% | $14,673-96.6% | $593-15.5% |