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 10-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 Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $80,000 |
INWEST RETIREMENT SOLUTIONS3+ years Service code 13 4305 N. GARFIELD, STE 202 · MIDLAND, TX 79705 | Contract Administrator | $37,126 |
Filed as: M HOLDINGS SECURITIES, INC. Service code 22 | Insurance Broker | $35,904 |
Filed as: MEEDER ADVISORY SERVICES, INC Service code 26 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Advisory (Participants) | $14,131 |
M HOLDINGS SECURITIES INC3+ years Filed as: M HOLDINGS SECURITIES, INC Service code 22 1125 W COUCH ST #900 · PORTLAND, OR 97209 | Insurance Broker | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,364 | $72,448-55.3% | $118,746-72.7% | $69,631-53.5% |
| Participation rate | 74.7% | 79.7%-4.9pp | 78.3%-3.5pp | 70.7%+4.1pp |
| Annual return | 15.29% | 19.06%-3.8pp | 24.54%-9.2pp | 27571.02%-27555.7pp |
| Employer contribution / active EE | $1,215 | $3,771-67.8% | $4,193-71.0% | $2,032-40.2% |
| Participant deferral / active EE | $1,691 | $4,943-65.8% | $5,332-68.3% | $3,224-47.5% |
| Admin fee / account holder | $336 | $99+239.9% | $10,720-96.9% | $110+204.2% |