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 |
|---|---|---|
NATIONWIDE6+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $46,335 |
EISNERAMPER LLP1 year Filed as: EISNER AMPER LLP Service code 10 · EIN 13-1639826 | Accounting | $18,980 |
DELAWARE VALLEY RETIREMENT, INC.6+ years Service code 14 · EIN 20-2055473 | Plan Administrator | $11,540 |
IRON-CO-FID-COMPREHENSIVE5 years Filed as: IRON-CO-FID Service code 26 · EIN 26-2409128 | Advisory (Participants) | $6,219 |
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 | $91,836 | $54,573+68.3% | $90,951+1.0% | $73,488+25.0% |
| Participation rate | 97.0% | 61.2%+35.8pp | 69.0%+28.0pp | 70.7%+26.3pp |
| Annual return | 12.73% | 16.69%-4.0pp | 134.60%-121.9pp | 28.51%-15.8pp |
| Employer contribution / active EE | $2,043 | $991+106.1% | $2,122-3.7% | $2,270-10.0% |
| Participant deferral / active EE | $4,230 | $2,517+68.0% | $3,373+25.4% | $3,740+13.1% |
| Admin fee / account holder | $58 | $521-88.9% | $5,959-99.0% | $513-88.8% |