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 ONE NATIONWIDE PLACE · COLUMBUS, OH 43215 | Recordkeeping | $13,622 |
SUMMIT FINANCIAL CORPORATION7+ years Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $13,469 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,227 | $61,156-40.8% | $185,823-80.5% | $79,386-54.4% |
| Participation rate | 75.0% | 66.6%+8.4pp | 81.7%-6.7pp | 70.7%+4.3pp |
| Annual return | 12.20% | 19.45%-7.3pp | 122.05%-109.9pp | 116.85%-104.7pp |
| Employer contribution / active EE | $1,338 | $2,321-42.3% | $5,167-74.1% | $2,427-44.9% |
| Participant deferral / active EE | $2,704 | $2,789-3.0% | $5,568-51.4% | $4,046-33.2% |
| Admin fee / account holder | $195 | $710-72.6% | $16,237-98.8% | $626-68.9% |