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 |
|---|---|---|
WILMINGTON TRUST3 years Filed as: WILMINGTON TRUST NAT'L ASSOCIATION Service code 22 1100 N MARKET ST · WILMINGTON, DE 19890 | Insurance Broker | $20,297 |
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $18,625 |
Service code 13 · EIN 52-0783935 | Contract Administrator | $13,128 |
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 | $42,562 | $86,655-50.9% | $119,609-64.4% | $66,914-36.4% |
| Participation rate | 99.4% | 75.6%+23.9pp | 79.3%+20.2pp | 69.8%+29.6pp |
| Annual return | -15.03% | -8.00%-7.0pp | -14.97%-0.1pp | 1.58%-16.6pp |
| Employer contribution / active EE | $1,034 | $2,536-59.2% | $4,232-75.6% | $2,544-59.3% |
| Participant deferral / active EE | $3,783 | $4,358-13.2% | $5,602-32.5% | $4,237-10.7% |
| Admin fee / account holder | $266 | $755-64.8% | $10,323-97.4% | $593-55.2% |