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 | $33,481 |
Service code 13 · EIN 52-0783935 | Contract Administrator | $11,417 |
SECURITIES AMERICA INC4+ years Filed as: M & T SECURITIES Service code 22 285 DELAWARE AVENUE · BUFFALO, NY 14202 | Insurance Broker | $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 | $44,344 | $66,302-33.1% | $110,238-59.8% | $56,287-21.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | -4.27% | -1.18%-3.1pp | 314.74%-319.0pp | -9.96%+5.7pp |
| Employer contribution / active EE | $1,072 | $2,047-47.6% | $3,826-72.0% | $2,111-49.2% |
| Participant deferral / active EE | $3,409 | $3,381+0.8% | $4,672-27.0% | $3,350+1.8% |
| Admin fee / account holder | $288 | $698-58.8% | $8,547-96.6% | $521-44.8% |