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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-5192130 | Recordkeeping | $48,494 |
WESTERN INTERNATIONAL SEURITY2+ years Service code 27 70 SOUTH LAKE AVE · PASADENA, CA 91101 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,194 | $85,766-38.0% | $136,294-61.0% | $70,131-24.2% |
| Participation rate | 88.2% | 74.2%+14.1pp | 81.9%+6.3pp | 69.5%+18.7pp |
| Annual return | 14.15% | 31.45%-17.3pp | 5155.94%-5141.8pp | 73.14%-59.0pp |
| Employer contribution / active EE | $7,353 | $2,966+147.9% | $4,695+56.6% | $2,342+213.9% |
| Participant deferral / active EE | $4,732 | $5,051-6.3% | $6,247-24.2% | $3,332+42.0% |
| Admin fee / account holder | $8 | $5,420-99.9% | $9,243-99.9% | $4,645-99.8% |