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 |
|---|---|---|
NATIONWIDE9+ years Service code 15 · EIN 31-1592130 | Recordkeeping | $44,983 |
Filed as: CONCURRENT INVESTMENT ADVISORS Service code 22 · EIN 92-1819393 | Insurance Broker | $16,661 |
Service code 13 · EIN 26-1570786 | Contract Administrator | $14,363 |
Filed as: RAYMOND JAMES FIN SERV ADVISORS Service code 22 · EIN 59-2937883 | Insurance Broker | $9,480 |
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.
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 | $44,255 | $54,701-19.1% | $86,188-48.7% | $71,457-38.1% |
| Participation rate | 76.6% | 60.1%+16.5pp | 69.0%+7.6pp | 67.9%+8.7pp |
| Annual return | 13.39% | 20.06%-6.7pp | 1168.45%-1155.1pp | 28.85%-15.5pp |
| Employer contribution / active EE | $1,815 | $1,265+43.4% | $2,380-23.8% | $2,588-29.9% |
| Participant deferral / active EE | $4,596 | $3,108+47.9% | $3,985+15.3% | $4,289+7.2% |
| Admin fee / account holder | $470 | $1,922-75.6% | $6,852-93.1% | $1,587-70.4% |