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 |
|---|---|---|
NATIONWIDE6+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $133,471 |
IRON-CO-FID-COMPREHENSIVE6+ years Filed as: IRON-CO -FID-INDEX COMPREHENSIVE Service code 27 · EIN 26-2409128 | Advisory (Plan) | $17,863 |
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $14 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,661 | $47,126+20.2% | $149,673-62.1% | $74,419-23.9% |
| Participation rate | 75.8% | 63.4%+12.4pp | 78.8%-3.0pp | 70.7%+5.0pp |
| Annual return | 9.11% | 22.75%-13.6pp | 134.42%-125.3pp | 34.38%-25.3pp |
| Employer contribution / active EE | $2,788 | $1,905+46.3% | $4,818-42.1% | $2,637+5.7% |
| Participant deferral / active EE | $4,708 | $2,728+72.6% | $5,680-17.1% | $4,528+4.0% |
| Admin fee / account holder | $444 | $343+29.5% | $13,210-96.6% | $348+27.6% |