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 7-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 |
|---|---|---|
NATIONWIDE3+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $85,557 |
IRON-CO-FID-COMPREHENSIVE3+ years Filed as: IRON-CO -FID-INDEX COMPREHENSIVE Service code 27 · EIN 26-2409128 | Advisory (Plan) | $8,896 |
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 | $50,110 | $58,879-14.9% | $178,490-71.9% | $73,488-31.8% |
| Participation rate | 75.3% | 66.2%+9.1pp | 81.9%-6.6pp | 70.7%+4.6pp |
| Annual return | 17.67% | 24.86%-7.2pp | 151.07%-133.4pp | 28.51%-10.8pp |
| Employer contribution / active EE | $3,133 | $2,236+40.1% | $5,011-37.5% | $2,270+38.0% |
| Participant deferral / active EE | $4,613 | $2,567+79.7% | $5,202-11.3% | $3,740+23.4% |
| Admin fee / account holder | $350 | $400-12.6% | $13,984-97.5% | $513-31.8% |