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 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $21,858 |
Filed as: LINCOLN FINANCIAL ADVISORS COR Service code 26 1300 S CLINTON ST, STE 150 · FORT WAYNE, IN 46802 | Advisory (Participants) | $14,992 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $51,421 | $70,908-27.5% | $98,907-48.0% | $73,488-30.0% |
| Participation rate | 41.0% | 73.8%-32.7pp | 76.0%-35.0pp | 70.7%-29.6pp |
| Annual return | 16.28% | 34.17%-17.9pp | 196.43%-180.1pp | 28.51%-12.2pp |
| Employer contribution / active EE | $0 | $2,036-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,486 | $3,500-29.0% | $4,244-41.4% | $3,740-33.5% |
| Admin fee / account holder | $0 | $535-100.0% | $6,642-100.0% | $513-100.0% |