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 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $50,757 |
IRON-CO-FID-COMPREHENSIVE3+ years Filed as: IRON-CO-FID--INDEX-COMPREHENSIVE Service code 26 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Advisory (Participants) | $2,595 |
MICHAEL F. YATES & COMPANY, INC.3+ years Filed as: MICHAEL JOHN FRAILEY Service code 26 1286 N 9TH ST · STROUDSBURG, PA 18360 | Advisory (Participants) | $0 |
YVONNE KLOOTWYK3+ years Filed as: YVONNE REITMEYER Service code 26 1286 N 9TH ST · STROUDSBURG, PA 18360 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,470 | $51,466-31.1% | $78,778-55.0% | $62,292-43.1% |
| Participation rate | 35.1% | 59.8%-24.7pp | 69.2%-34.1pp | 69.5%-34.4pp |
| Annual return | 12.13% | 19.96%-7.8pp | 35.62%-23.5pp | 28.90%-16.8pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,063 | $2,147-50.5% | $2,958-64.1% | $3,169-66.4% |
| Admin fee / account holder | $146 | $489-70.2% | $5,134-97.2% | $479-69.6% |