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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $55,827 |
Filed as: SIGNATOR INVESTORS, INC. Service code 27 · EIN 04-2442399 877 EXECUTIVE CENTER DRIVE W SUI · SAINT PETERSBURG, FL 33702 | Advisory (Plan) | $15,994 |
STALKER & ASSOCIATES, INC.3+ years Service code 15 · EIN 23-2756743 301 SOUTH STATE STREET · NEWTOWN, PA 18940 | Recordkeeping | $10,433 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,560 | $51,466+25.4% | $78,778-18.0% | $62,292+3.6% |
| Participation rate | 64.3% | 59.8%+4.6pp | 69.2%-4.8pp | 69.5%-5.2pp |
| Annual return | 15.03% | 19.96%-4.9pp | 35.62%-20.6pp | 28.90%-13.9pp |
| Employer contribution / active EE | $413 | $827-50.1% | $1,986-79.2% | $2,042-79.8% |
| Participant deferral / active EE | $1,929 | $2,147-10.2% | $2,958-34.8% | $3,169-39.1% |
| Admin fee / account holder | $0 | $489-100.0% | $5,134-100.0% | $479-100.0% |