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 |
|---|---|---|
NATIONWIDE1+ years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $67,573 |
WIPFLI LLP1+ years Service code 15 3703 OAKWOOD HILLS PARKWAY · EAU CLAIRE, WI 547017756 | Recordkeeping | $30,989 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $20,246 | $80,177-74.7% | $123,892-83.7% | $57,658-64.9% |
| Participation rate | 78.8% | 74.4%+4.4pp | 81.4%-2.6pp | 70.2%+8.6pp |
| Annual return | -2.17% | 17.90%-20.1pp | 47.52%-49.7pp | 5.13%-7.3pp |
| Employer contribution / active EE | $975 | $2,913-66.5% | $4,617-78.9% | $1,974-50.6% |
| Participant deferral / active EE | $2,263 | $5,130-55.9% | $5,984-62.2% | $3,061-26.1% |
| Admin fee / account holder | $40 | $106-62.4% | $8,357-99.5% | $95-57.7% |