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 |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $44,169 |
NEWPORT GROUP, INC.4+ years Filed as: KIDDER BENEFITS CONSULTANTS, INC. Service code 15 5700 WESTOWN PARKWAY, SUITE 100 · WEST DES MOINES, IA 50266 | Recordkeeping | $33,217 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 26 50082 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Participants) | $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 | $17,739 | $39,898-55.5% | $121,196-85.4% | $55,725-68.2% |
| Participation rate | 83.0% | 61.2%+21.8pp | 71.7%+11.3pp | 70.9%+12.2pp |
| Annual return | -3.14% | -0.96%-2.2pp | 16.93%-20.1pp | 244.93%-248.1pp |
| Employer contribution / active EE | $1,104 | $1,295-14.8% | $4,022-72.6% | $2,078-46.9% |
| Participant deferral / active EE | $2,189 | $2,439-10.2% | $3,344-34.5% | $3,356-34.8% |
| Admin fee / account holder | $86 | $95-9.8% | $5,019-98.3% | $115-25.6% |