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 | $59,089 |
IRON-CO-FID-COMPREHENSIVE5+ years Filed as: IRON-CO-FID--INDEX-COMPREHENSIVE Service code 26 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Advisory (Participants) | $2,938 |
Service code 26 200 N SEPULVEDA BLVD · EL SEGUNDO, CA 70245 | Advisory (Participants) | $0 |
BB&T INSURANCE SERVICES1 year Filed as: FN INSURANCE SERVICES INC Service code 26 200 N SEPULVEDA BLVD · EL SEGUNDO, CA 90245 | Advisory (Participants) | $0 |
MICHAEL F. YATES & COMPANY, INC.5+ years Filed as: MICHAEL JOHN FRAILEY Service code 26 1286 N 9TH ST · STROUDSBURG, PA 18360 | Advisory (Participants) | $0 |
YVONNE KLOOTWYK5+ 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $41,963 | $49,138-14.6% | $84,015-50.1% | $65,185-35.6% |
| Participation rate | 34.6% | 60.7%-26.1pp | 69.0%-34.4pp | 70.2%-35.6pp |
| Annual return | 18.19% | 23.00%-4.8pp | 71.31%-53.1pp | 29.38%-11.2pp |
| Employer contribution / active EE | $126 | $914-86.2% | $1,983-93.6% | $2,177-94.2% |
| Participant deferral / active EE | $1,012 | $2,397-57.8% | $3,239-68.8% | $3,514-71.2% |
| Admin fee / account holder | $169 | $543-69.0% | $6,101-97.2% | $847-80.1% |