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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $35,739 |
Service code 13 · EIN 52-0783935 | Contract Administrator | $10,597 |
SECURITIES AMERICA INC5+ 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 | $47,499 | $86,332-45.0% | $125,175-62.1% | $65,185-27.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 17.99% | 27.43%-9.4pp | 43.79%-25.8pp | 29.38%-11.4pp |
| Employer contribution / active EE | $1,071 | $2,040-47.5% | $3,865-72.3% | $2,177-50.8% |
| Participant deferral / active EE | $3,459 | $3,537-2.2% | $4,937-29.9% | $3,514-1.5% |
| Admin fee / account holder | $271 | $609-55.5% | $9,702-97.2% | $847-68.0% |