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 |
|---|---|---|
NATIONWIDE10+ years Service code 26 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $13,921 |
Filed as: HANLON INVESTMENT COMP Service code 28 · EIN 22-3723068 3393 BAR · EGG HARBOR, NJ 08234 | Investment Management | $6,254 |
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 | $29,189 | $55,415-47.3% | $155,509-81.2% | $74,495-60.8% |
| Participation rate | 94.5% | 61.9%+32.6pp | 78.2%+16.3pp | 67.2%+27.3pp |
| Annual return | 12.02% | 268.50%-256.5pp | 64.67%-52.7pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $1,223 | $2,267-46.1% | $4,672-73.8% | $2,623-53.4% |
| Participant deferral / active EE | $3,227 | $2,836+13.8% | $5,626-42.6% | $4,346-25.7% |
| Admin fee / account holder | $130 | $1,738-92.5% | $15,912-99.2% | $1,942-93.3% |