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 |
|---|---|---|
NATIONWIDE5+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $116,915 |
IRON-CO-FID-COMPREHENSIVE5+ years Filed as: IRON-CO -FID-INDEX COMPREHENSIVE Service code 27 · EIN 26-2409128 | Advisory (Plan) | $11,946 |
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $108 |
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 | $38,804 | $46,292-16.2% | $143,757-73.0% | $64,808-40.1% |
| Participation rate | 72.6% | 64.2%+8.3pp | 80.3%-7.8pp | 71.5%+1.1pp |
| Annual return | -13.25% | -10.05%-3.2pp | -0.04%-13.2pp | 32.82%-46.1pp |
| Employer contribution / active EE | $2,634 | $1,910+37.9% | $4,951-46.8% | $2,506+5.1% |
| Participant deferral / active EE | $3,921 | $2,646+48.2% | $5,637-30.4% | $4,310-9.0% |
| Admin fee / account holder | $316 | $154+105.6% | $14,673-97.8% | $188+68.3% |