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 |
|---|---|---|
NATIONWIDE1+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $47,197 |
CADARET GRANT & CO INC1+ years Filed as: CADARET GRANT & COMPANY INC Service code 55 110 W FAYETTE ST, FTH FLOOR · SYRACUSE, NY 13202 | Other Commissions | $17,318 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: P & A RETIREMENT PLAN SERVICES, INC Service code 64 17 COURT STREET SUITE 500 · BUFFALO, NY 14202 | Recordkeeping Fees | $8,149 |
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 | $31,632 | $33,914-6.7% | $63,412-50.1% | $52,331-39.6% |
| Participation rate | 98.3% | 59.6%+38.7pp | 67.1%+31.2pp | 68.1%+30.2pp |
| Annual return | 0.41% | 3.22%-2.8pp | 4.04%-3.6pp | 4.54%-4.1pp |
| Employer contribution / active EE | $745 | $1,121-33.6% | $1,814-59.0% | $1,882-60.4% |
| Participant deferral / active EE | $1,718 | $1,733-0.9% | $2,496-31.2% | $3,022-43.2% |
| Admin fee / account holder | $88 | $353-75.0% | $3,753-97.6% | $592-85.1% |