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 |
|---|---|---|
NATIONWIDE7+ years Service code 37 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43125 | Loan Processing | $35,814 |
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 26 60 S SIXTH ST · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $10,380 |
INTAC ACTUARIAL SERVICES2 years Filed as: INTAC ACTUARIAL SERVICES INC. Service code 17 · EIN 11-3401702 | Pension Consulting | $877 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,631 | $60,989-49.8% | $60,874-49.7% | $66,914-54.2% |
| Participation rate | 72.9% | 74.5%-1.6pp | 73.1%-0.2pp | 69.8%+3.1pp |
| Annual return | -16.85% | -9.60%-7.3pp | 16.90%-33.7pp | 1.58%-18.4pp |
| Employer contribution / active EE | $1,159 | $2,661-56.4% | $2,701-57.1% | $2,544-54.4% |
| Participant deferral / active EE | $1,533 | $3,615-57.6% | $3,817-59.8% | $4,237-63.8% |
| Admin fee / account holder | $0 | $338-100.0% | $3,224-100.0% | $593-100.0% |