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 9-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 |
|---|---|---|
NATIONWIDE1 year Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $20,353 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,743 |
Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 49 · EIN 35-1151034 | Other Services | $14,733 |
Filed as: ASSOCIATED PENSION CONSULTANTS INC Service code 49 · EIN 11-3271022 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Other Services | $1,774 |
Filed as: LINCOLN FINANCIAL ADVISORS COR Service code 49 1301 S CLINTON ST · FORT WAYNE, IN 46802 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,335 | $42,353-52.0% | $79,550-74.4% | $64,808-68.6% |
| Participation rate | 35.8% | 64.8%-29.0pp | 69.5%-33.7pp | 71.5%-35.7pp |
| Annual return | -3.85% | -12.24%+8.4pp | 0.16%-4.0pp | 32.82%-36.7pp |
| Employer contribution / active EE | $536 | $1,181-54.6% | $2,413-77.8% | $2,506-78.6% |
| Participant deferral / active EE | $2,503 | $3,170-21.0% | $3,985-37.2% | $4,310-41.9% |
| Admin fee / account holder | $77 | $160-52.1% | $6,832-98.9% | $188-59.3% |