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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 · EIN 31-1592130 | Recordkeeping | $47,836 |
Filed as: RAYMOND JAMES FIN SERV ADVISORS Service code 22 · EIN 59-2937883 | Insurance Broker | $22,207 |
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 | $41,900 | $49,451-15.3% | $79,550-47.3% | $66,914-37.4% |
| Participation rate | 74.6% | 61.3%+13.2pp | 69.5%+5.1pp | 69.8%+4.8pp |
| Annual return | -14.08% | 84.25%-98.3pp | 0.16%-14.2pp | 1.58%-15.7pp |
| Employer contribution / active EE | $1,700 | $1,266+34.3% | $2,413-29.6% | $2,544-33.2% |
| Participant deferral / active EE | $4,798 | $3,159+51.9% | $3,985+20.4% | $4,237+13.2% |
| Admin fee / account holder | $461 | $595-22.5% | $6,832-93.3% | $593-22.3% |