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 |
|---|---|---|
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $24,820 |
Filed as: WEINLANDER FITZHUGH Service code 10 601 BEECH ST. · CLAIRE, MI 48617 | Accounting | $10,300 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,312 | $64,707-73.2% | $112,228-84.6% | $68,494-74.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -19.51% | -11.40%-8.1pp | 27.45%-47.0pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,864 | $2,746-32.1% | $3,635-48.7% | $2,596-28.2% |
| Participant deferral / active EE | $4,222 | $3,565+18.4% | $4,728-10.7% | $4,027+4.8% |
| Admin fee / account holder | $257 | $5,232-95.1% | $6,410-96.0% | $5,403-95.2% |