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 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $29,080 |
Service code 13 · EIN 52-0783935 | Contract Administrator | $8,806 |
SECURITIES AMERICA INC2+ years Filed as: M & T SECURITIES Service code 22 285 DELAWARE AVENUE · BUFFALO, NY 14202 | Insurance Broker | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,097 | $63,924-27.9% | $108,579-57.5% | $55,167-16.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.6%+20.4pp | 69.0%+31.0pp |
| Annual return | 6.17% | 15.31%-9.1pp | -51.70%+57.9pp | 169.23%-163.1pp |
| Employer contribution / active EE | $1,062 | $1,879-43.5% | $3,758-71.7% | $1,963-45.9% |
| Participant deferral / active EE | $3,087 | $3,067+0.7% | $4,311-28.4% | $3,054+1.1% |
| Admin fee / account holder | $249 | $618-59.6% | $7,645-96.7% | $504-50.5% |