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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $29,265 |
DELAWARE VALLEY RETIREMENT, INC.2+ years Service code 15 · EIN 20-2055473 | Recordkeeping | $11,095 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,395 | $37,044+30.6% | $71,796-32.6% | $57,658-16.1% |
| Participation rate | 33.3% | 61.1%-27.8pp | 69.1%-35.8pp | 70.2%-36.9pp |
| Annual return | 7.22% | 12.64%-5.4pp | 78.04%-70.8pp | 5.13%+2.1pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,354 | $1,974-31.4% | $2,794-51.6% | $3,061-55.8% |
| Admin fee / account holder | $0 | $101-100.0% | $4,815-100.0% | $95-100.0% |