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 |
|---|---|---|
NATIONWIDE6+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $55,817 |
EPIC RETIREMENT PLAN SERVICES6+ years Filed as: P & A RETIREMENT PLAN SERVICES, INC Service code 64 17 COURT STREET SUITE 500 · BUFFALO, NY 14202 | Recordkeeping Fees | $15,442 |
CADARET GRANT & CO INC6+ years Filed as: CADARET GRANT & COMPANY INC Service code 55 100 MADISON ST. STE. 1300 · SYRACUSE, NY 13202 | Other Commissions | $0 |
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 | $24,539 | $35,123-30.1% | $93,406-73.7% | $73,409-66.6% |
| Participation rate | 87.0% | 68.3%+18.8pp | 66.8%+20.2pp | 72.2%+14.9pp |
| Annual return | 15.49% | 18.89%-3.4pp | 78.05%-62.6pp | 59.29%-43.8pp |
| Employer contribution / active EE | $670 | $1,247-46.3% | $2,075-67.7% | $2,234-70.0% |
| Participant deferral / active EE | $1,621 | $2,249-27.9% | $3,126-48.1% | $3,805-57.4% |
| Admin fee / account holder | $113 | $108+4.4% | $5,230-97.8% | $158-28.5% |