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 |
|---|---|---|
Filed as: MML INVESTORS SERVICES LLC Service code 26 P O BOX 8089 · BOSTON, MA 02266 | Advisory (Participants) | $50,000 |
NATIONWIDE4+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,597 |
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 | $137,916 | $79,523+73.4% | $140,016-1.5% | $56,287+145.0% |
| Participation rate | 91.3% | 85.7%+5.6pp | 87.5%+3.8pp | 69.9%+21.5pp |
| Annual return | -4.47% | 2.39%-6.9pp | 651.12%-655.6pp | -9.96%+5.5pp |
| Employer contribution / active EE | $7,041 | $3,350+110.2% | $5,606+25.6% | $2,111+233.6% |
| Participant deferral / active EE | $13,610 | $5,129+165.4% | $6,927+96.5% | $3,350+306.3% |
| Admin fee / account holder | $209 | $614-66.0% | $10,705-98.1% | $521-59.9% |