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 |
|---|---|---|
NATIONWIDE2 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $24,053 |
CADARET GRANT & CO INC2 years Filed as: CADARET GRANT & COMPANY INC Service code 27 100 MADISON ST STE 1300 · SYRACUSE, NY 13202 | Advisory (Plan) | $15,288 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,860 | $104,475-62.8% | $159,436-75.6% | $79,386-51.0% |
| Participation rate | 78.7% | 76.6%+2.1pp | 82.8%-4.1pp | 70.7%+8.0pp |
| Annual return | 12.92% | 67.95%-55.0pp | 263.57%-250.7pp | 116.85%-103.9pp |
| Employer contribution / active EE | $2,114 | $3,417-38.1% | $4,829-56.2% | $2,427-12.9% |
| Participant deferral / active EE | $4,263 | $6,467-34.1% | $7,352-42.0% | $4,046+5.4% |
| Admin fee / account holder | $255 | $711-64.1% | $10,799-97.6% | $626-59.3% |