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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $34,984 |
Filed as: RAYMOND JAMES FIN SERV ADVISORS Service code 22 · EIN 59-2937883 880 CARILLON PKWY · SAINT PETERSBURG, FL 33716 | Insurance Broker | $26,469 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,548 | $54,573-40.4% | $90,951-64.2% | $73,488-55.7% |
| Participation rate | 74.3% | 61.2%+13.1pp | 69.0%+5.2pp | 70.7%+3.6pp |
| Annual return | 12.28% | 16.69%-4.4pp | 134.60%-122.3pp | 28.51%-16.2pp |
| Employer contribution / active EE | $1,267 | $991+27.8% | $2,122-40.3% | $2,270-44.2% |
| Participant deferral / active EE | $3,327 | $2,517+32.2% | $3,373-1.4% | $3,740-11.0% |
| Admin fee / account holder | $407 | $521-21.9% | $5,959-93.2% | $513-20.6% |