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 |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $60,321 |
IRON-CO-FID-COMPREHENSIVE8+ years Filed as: IRON-CO-FID--INDEX-COMPREHENSIVE Service code 26 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Advisory (Participants) | $3,287 |
CETERA ADVISOR NETWORKS LLC4 years Service code 26 1286 N 9TH ST200 N SEPULVEDA BLVD · EL SEGUNDO, CA 90245 | Advisory (Participants) | $0 |
BB&T INSURANCE SERVICES4 years Filed as: FN INSURANCE SERVICES INC Service code 26 200 N SEPULVEDA BLVD · EL SEGUNDO, CA 90245 | 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,041 | $49,451-4.9% | $79,550-40.9% | $66,914-29.7% |
| Participation rate | 36.8% | 61.3%-24.5pp | 69.5%-32.7pp | 69.8%-33.0pp |
| Annual return | -15.45% | 84.25%-99.7pp | 0.16%-15.6pp | 1.58%-17.0pp |
| Employer contribution / active EE | $364 | $1,266-71.2% | $2,413-84.9% | $2,544-85.7% |
| Participant deferral / active EE | $1,276 | $3,159-59.6% | $3,985-68.0% | $4,237-69.9% |
| Admin fee / account holder | $202 | $595-66.0% | $6,832-97.0% | $593-65.9% |