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 |
|---|---|---|
NATIONWIDE7+ years Service code 15 · EIN 31-1592130 | Recordkeeping | $47,375 |
Filed as: RAYMOND JAMES FIN SERV ADVISORS Service code 22 · EIN 59-2937883 | Insurance Broker | $22,802 |
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).
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 | $45,723 | $59,263-22.8% | $96,562-52.6% | $79,386-42.4% |
| Participation rate | 74.4% | 61.9%+12.5pp | 69.8%+4.6pp | 70.7%+3.7pp |
| Annual return | 12.00% | 27.07%-15.1pp | 37.78%-25.8pp | 116.85%-104.8pp |
| Employer contribution / active EE | $1,639 | $1,216+34.8% | $2,356-30.5% | $2,427-32.5% |
| Participant deferral / active EE | $4,611 | $2,948+56.4% | $3,849+19.8% | $4,046+14.0% |
| Admin fee / account holder | $515 | $658-21.7% | $6,181-91.7% | $626-17.7% |