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 · EIN 31-4156830 | Recordkeeping | $54,747 |
DELAWARE VALLEY RETIREMENT, INC.8+ years Service code 14 · EIN 20-2055473 | Plan Administrator | $14,792 |
EISNERAMPER LLP3 years Filed as: EISNER AMPER LLP Service code 10 · EIN 13-1639826 | Accounting | $8,320 |
IRON-CO-FID-COMPREHENSIVE7 years Filed as: IRON-CO-FID Service code 26 · EIN 26-2409128 | Advisory (Participants) | $6,736 |
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 | $79,651 | $49,451+61.1% | $79,550+0.1% | $66,914+19.0% |
| Participation rate | 99.3% | 61.3%+37.9pp | 69.5%+29.8pp | 69.8%+29.5pp |
| Annual return | -16.05% | 84.25%-100.3pp | 0.16%-16.2pp | 1.58%-17.6pp |
| Employer contribution / active EE | $2,881 | $1,266+127.6% | $2,413+19.4% | $2,544+13.2% |
| Participant deferral / active EE | $4,547 | $3,159+44.0% | $3,985+14.1% | $4,237+7.3% |
| Admin fee / account holder | $105 | $595-82.3% | $6,832-98.5% | $593-82.3% |