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 7-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 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $94,566 |
WOODBURY FINANCIAL SERVICES3 years Filed as: WOODBURY FINANCIAL SERVICES, INC Service code 27 7755 THIRD ST N · OAKDALE, MN 55128 | Advisory (Plan) | $71,110 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 15 88 BOYD AVENUE · EAST PROVIDENCE, RI 029141202 | Recordkeeping | $36,119 |
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 | $14,027 | $67,512-79.2% | $185,823-92.5% | $93,030-84.9% |
| Participation rate | 77.1% | 67.1%+10.0pp | 81.7%-4.6pp | 73.9%+3.2pp |
| Annual return | 13.40% | 21.04%-7.6pp | 122.05%-108.7pp | 158.70%-145.3pp |
| Employer contribution / active EE | $1,104 | $1,783-38.1% | $5,167-78.6% | $2,706-59.2% |
| Participant deferral / active EE | $3,015 | $3,035-0.7% | $5,568-45.9% | $4,562-33.9% |
| Admin fee / account holder | $137 | $318-56.7% | $16,237-99.2% | $152-9.3% |